Apparatus and method for selecting a mechanical seal

ABSTRACT

An automated seal selection, seal design, manufacturing, and post sales system allows a distributor or untrained user to select a replacement seal for a pump. The automated system designs and engineers the seal, whether standard or special, and creates all drawings, documentation, quotations, and other output forms. The automated system initiates selection from inventory or purchasing of materials to be used in the manufacturing operations, creates all manufacturing CNC programs for the components to be manufactured and downloads to CNC from manufacturing equipment. The system allows selection of a seal based upon a seal part number, or selection of a seal based upon the pump into which the seal will be installed and the operating conditions of the pump. The pump may be defined by searching through a database of existing pumps, or may be defined as a new pump if it is not in the pump database. Results of a previous compatibility analysis, perhaps performed by the seal manufacturer, may be accessed for existing pumps, or an on-line compatibility analysis may be performed for new pumps, to determine whether an existing seal fits the pump with no modifications. If no existing seal fits, the system provides two options. In a first option, a special seal is specified which will fit the pump with no modifications to the pump. An integrated design system determines dimensions for the special seal and its various components in real time providing immediate quotations including drawings. With a second option, modifications to the pump are defined so that a standard seal will fit. After a seal is specified, the system recommends materials of construction and allows the customer to select materials and other selectable options. The system then outputs a proposal including drawings with full dimensions, price, modification notes, warnings, a complete bill of materials, an order form, quote form and a dimensions verification form. The system then stores the information in a plant standardization survey for future retrieval. If an order is received, the drawings created using the system may be transferred to a manufacturing center where CNC programs are created in real time enabling immediate manufacturing. All engineering, design, and manufacturing programs may be created without human intervention. The system generated CNC programs may be automatically downloaded to the machine for manufacturing without human intervention.

CROSS REFERENCE TO RELATED APPLICATIONS

[0001] This application is a division of prior application Ser. No.09/687,393, filed Oct. 13, 2000, which is a continuation of priorapplication Ser. No. 09/179,506, filed Oct. 27, 1998, which is acontinuation of prior application Ser. No. 09/033,194, filed Mar. 2,1998, each such application entitled APPARATUS AND METHOD FOR SELECTINGA MECHANICAL SEAL and each such application hereby incorporated hereinby reference.

FIELD OF THE INVENTION

[0002] This invention relates to automated systems for supportingselection of a mechanical seals for equipment. More particularly, theinvention relates to automated systems for supporting advertising,selecting, designing, manufacturing and providing post sales service andsupport for mechanical seals.

BACKGROUND OF THE INVENTION

[0003] Sales and marketing of mechanical seals presently involvesseveral activities including seal selection, design and engineering of aseal, manufacturing, and post sales service and support. This processinvolves many different people to gather, manipulate, interpret andprocess a variety of kinds of information, and is not an exact science.

[0004] A mechanical seal is a shaft sealing device provided to containprocess fluids within equipment such as a pump, mixer or other rotaryequipment. Mechanical seals are used in operations of a typicalprocessing plant. Significant industries that use seals include: pulpand paper, chemical processing, petroleum chemical, oil refining, foodprocessing, and power and utilities, among others.

[0005] There are generally three types of mechanical seals: component(made of several pieces), cartridge (components unitized for one piece)and split seals. Cartridge seals generally are preferred over componentseals for several reasons. First, cartridge seals may be installedwithout significant training. These seals also may be tested beforeshipping to ensure sealability. However, conversion from a componentseal to a cartridge seal for an application involves a complex processof selection of an appropriate seal design.

[0006] Because of the variety of applications for seals, selection of aseal involves considering several factors. For example, seals typicallyare connected to equipment with a rotary shaft (pumps being the mostcommon) for which there are a large variety of commercially availabledesigns with different dimensional profiles. Equipment also may havebeen modified in the field for several reasons, resulting in anonstandard dimensional profile. Additional factors are the operatingconditions of the equipment, including process fluids and theircombinations, and intentional and unintentional changes in the processfluids used in a systems. Aside from selecting a seal that fits theequipment and is suitable for the given operating conditions, costs ofthe seal and its installation also are factors.

[0007] This selection process therefore generally involves highlytrained sales engineers with factory support to perform properly theseal selection process. Their training typically includes mechanical anddesign engineering and chemical engineering. These individuals typicallyalso perform sales, service and support functions. Because of thecomplexity of the seal selection process, customers tend to be dependenton these sales engineers. This dependency is due to the complexity ofpart codes for these seals.

[0008] The expertise level of a sales engineer is generally dependent onthe size of seal manufacturer, years of experience, education andtraining, resulting in varying competencies. Sales engineers may possessonly industry specific expertise, acquired from their experience.Accordingly, without extensive experience, a sales engineer also may bedependent heavily on factory support for assistance in the sealselection process.

[0009] Moreover, sales engineers, despite their experience, still may bedependent on factory support because they typically have immediateaccess to selection information limited to common equipment and processfluids, either in printed or computer-readable text form. Otherinformation, such as application data, engineering data, special pricingand drawings may be available only at the factory, requiring the salesengineer to use factory support to derive seal selections or tointerpret the available information and to select a seal. Accuratecommunication between sales engineers and factory engineers is acritical component of this process.

[0010] Depending on the resources available to a manufacturer, which maydepend on its size or its number of years in business, factory supportmay be limited to manually intensive selection methods prone to errorsresulting in an informal, unscientific selection process. Even with moresophisticated procedures based on significant amounts of historicalinformation, however, human intervention is generally required for manydecisions made between field sales and factory support personnel becauseof individuals' judgments and perceptions, which may result ininaccurate selections. In particular, a significant amount of humaninteraction is required to gather, interpret, manipulate and analyze theapplication data when the sales engineer requires factory support. Inparticular, the pump and seal dimensions, operating conditions andprocess fluids affect the selection of materials to obtain maximum seallife. The human interaction involved in current selection methods mayresult in different recommendations from different individuals, for thesame application, of a seal model, optional seal features, materials ofconstruction, seal environmental controls, i.e., piping plans, andvarious auxiliary devices to be used with the environmental controls. Inaddition, the likelihood of an error is increased. An error in any stageof the selection process may result in an inaccurate or incompletesealing solution, which translates into premature seal failure andincreased costs.

[0011] There are several steps in the seal selection process whichtypically involve human interaction. One step is identification of theequipment, e.g., a pump or drive motor or other rotary equipment. Themethods of identification differ among sales engineers. Example sourcesof identification information include identification tags on theequipment, maintenance records, engineering records, purchasing records,equipment manufacturer's records or seal manufacturer's records. Ifthese sources provide incomplete information proper equipmentidentification may be impossible. Even if equipment is properlyidentified, e.g., by make and model, modifications may have been made tothe equipment. A failure to identify such modifications results in anerroneous seal selection. As a result, a trained individual measures theequipment to obtain accurate dimensional data. Dimensional data iscommonly collected using forms of varying complexity and completeness.Simple forms tend to be incomplete. Complex forms tend to be subject tointerpretation by sales engineers and factory engineers. Both kinds offorms result in errors.

[0012] A seal model which is dimensionally compatible for the identifiedequipment then is selected. In order to make this selection, a salesengineer may refer to information available in a reference guide, or ifnot identified in a reference guide, performs a dimensional analysis.The dimensional analysis may be performed by the sales engineer or byrelying upon factory support. When application data is received at thefactory, it is reviewed for completeness and accuracy. If the data isnot satisfactory, the process is delayed.

[0013] After a dimensionally compatible seal model has been selected,the operating conditions are identified by the sales engineer and areanalyzed to confirm that the recommended seal is suitable for theprocess performed by the equipment. This analysis involves evaluatingthe operating conditions and the process fluids, with respect to anumber of aspects of the seal, including, but not limited to: ametallurgy for general corrosion resistance; a face material combinationfor lubricity of the chemical and/or corrosion or abrasion resistance;and selection of secondary sealing components, i.e., o-ring elastomersfor temperature and chemical resistance.

[0014] The operation conditions include but are not limited to: shaftspeed as related to seal chamber pressure acting on the seal, i.e.,pressure/velocity; stuffing box/seal chamber pressure, which is afunction of different pump internal part designs (impellers); shaftspeed; pump discharge pressure at outlet nozzle; pump suction pressureat inlet nozzle; pressure/velocity parameters for different seal designsand face material combinations; box pressure calculations based on pumpdesign type; seal face balance design; concentration; temperature;viscosity; the percentage of undissolved or dissolved or fibrous ornonfibrous solids; vapor pressure; specific gravity; and pollutants andother chemicals. Sometimes these values are estimated or are notobtained.

[0015] Either the sales engineer or factory support may analyze theoperating conditions, depending on experience and resources. Theparameter limits for various operating conditions generally aremaintained in printed engineering tables by seal type, or may becalculated. If this analysis is performed by untrained individuals usingonly printed tables and without an engineering level analysis, or ifincomplete information is used, then the analysis may be inaccurate orerroneous. It may also be inappropriate to select the material of aprevious seal.

[0016] If the analysis indicates that a standard seal model is notacceptable, appropriate modifications to either a seal or the equipmentare determined. An engineer may have a limited information guideexplaining the modifications to be made to popular pumps to fit popularseals. Modifications to a seal generally are not provided. Otherwise themodifications are determined, either by the sales engineer or factorysupport, by reference to various guides or by analysis or based onhistorical information such as previous bills of material and factoryengineering drawings. If the information used to make the modificationsis inaccurate or incomplete, an inappropriate modification may be madeto the seal or the equipment.

[0017] The process fluids also are analyzed to review characteristicswhich may affect seal selection, such as, but not limited to: volatilehazardous air pollutants, which requires selection of a double seal forabsolute zero vapor emission leakage; flammability; toxicity;polymerization; solidification; abrasive slurries; percentageconcentration of primary and secondary chemicals; and minimum andmaximum process temperatures.

[0018] If a sales engineer has a reference guide with material ratingsfor a seal, the final seal selection is made by the sales engineer basedon training and experience. A reference guide also may indicatematerials for use with only one process chemical, without considerationof secondary chemicals which may be present in the process. If the guideis not complete, factory support may be required for assistance. Anengineer providing factory support analyzes the process to identify theprocess fluid chemical characteristics, for example by utilizingpublished technical reference sources, chemical dictionaries, orhistorical information such as previous bills of material, or by basinga selection on properties of a chemical with similar characteristics. Aswith other steps involving factory support, information may be missingfrom the sales engineer, thus incurring a delay or resulting in anincorrect selection. Because of the complexity of the process fluidanalysis, errors in selection are possible.

[0019] The sales engineer also selects optional seal features to obtainoptimum seal performance life. Such features include, but are notlimited to: a two piece stationary face (for viscous or polymerizingchemicals); a quench and drain gland (to cool or heat seal faces, orwash away crystalline deposits on atmospheric side of the seal faces);and pumping sleeves for double seals to provide maximum flow of barrierfluid to cool and lubricate the seal faces. The limited information onoptional features in a reference guide may be limited. Otherwise, salesengineers derive the selection of optional features from the chemicalcharacteristics. Whether a given seal has optional features to handlethe application may require factory support for a recommendation.

[0020] Another step of the seal selection process is determining thebest environmental controls or American Petroleum Institute (API)standard plan. The environmental controls are systems used to cool,lubricate, heat, etc., thereby controlling the environment of themechanical seal, particularly at the seal faces. For an existingapplication, the sales engineer identifies the current external pipingsystem and evaluates whether it should be modified for the application.For a new application, the sales engineer identifies piping systemsavailable. A limited reference guide may help derive selection of thepiping plan or factory support may be required. This aspect of theselection process may even be neglected or an existing piping plan maybe incorrect for the application, thereby resulting in premature sealfailure. Significant interaction between customers, sales engineers, andfactory engineers may be required for proper selection.

[0021] Another step of the seal selection process is the selection of avariety of auxiliary devices, i.e., products external to the seal andtypically in the piping plan, including but not limited to: supply tanksfor double seal piping systems; throat bushings for use with externalclean flush systems to seal faces; and flow control devices for externalflush systems for single seals and double seals. As with other aspectsof this process, such devices may be selected using limited referenceguides, or application engineers may calculate the design, size andselection of an auxiliary device. Depending on the type of auxiliary,e.g., throat bushings, equipment dimensions may be needed by an engineerto design and manufacture the device.

[0022] After a seal with appropriate materials and optional features,environmental controls and auxiliaries have been selected, anappropriate price is determined along with a bill of materials andspecifications for installation. Current pricing methods for mechanicalseals for standard products typically involves price lists or books. Thepricing book may be complex and may require factory support to beinterpreted in order to arrive at a price for a given seal selection.When special designs are made, a selling price and discount structure ismore complex to determine, and typically involves trained engineers andaccountants. The entire quotation process involves time frames rangingfrom days to weeks.

[0023] Ultimately, after quotation and receipt of an order, a seal ismanufactured according to the quotation if the seal is not a standardpart. Manufacturing operations vary based on the size and scope ofproducts offered by a seal manufacturer and the manufacturing processtechnologies used. The kinds of manufacturing equipment used ranges frommanual equipment to computer numerically controlled (CNC) equipment invarious combinations depending on the scope of products and rawmaterials for the products. Despite the size of the manufacturer, highlytrained individuals typically are needed for manufacturing.

[0024] While some manufacturers may use a computer program to assist inseal selection, such computer programs are generally an automatedlook-up table with which a user selects a model number of a pump, acorresponding product line of seals and receives a selection of possibleseals. In some cases, the user may even select the materials for theseals. Such tools generally require either mechanical or chemicalengineering knowledge or a significant amount of experience in order toselect a seal correctly.

[0025] In sum, because of the complexity of the seal selection process,manufacturing and marketing of mechanical seals requires sealmanufacturers to be dependent upon highly trained individuals. Customersdepend on sales engineers and the manufacturer for technical support inorder to obtain accurate solutions to field service problems. Because ofcomplexity, delay and cost of the seal selection process, a customer mayreplace a failed seal with a seal of the same type rather than make acorrective selection. Premature seal failure may continue to occur,resulting in excessive operating costs.

[0026] The combination of the complexities and requirements of sealselection, quotation, design and engineering, manufacturing and postsales support processes thus produces inconsistent, unscientific anderroneous results, and increased costs.

SUMMARY OF THE INVENTION

[0027] The various difficulties with existing seal selection methods areovercome by providing a standardized process for gathering, analyzing,interpreting and deriving data relating to the seal selection process.In particular, equipment dimensional profiles for standard equipment arestored in a database. This database may be searched using several kindsof identification information of the equipment. Help information isprovided to indicate to the user how to make proper measurements on theequipment. In addition, dimension verification information is providedto assist the user in verifying that the equipment has not beenmodified.

[0028] Given proper equipment identification, a compatibility analysisis performed between the equipment and seals in a seal database todetermine which seals are dimensionally compatible with the identifiedequipment. This compatibility information may be stored with theequipment information in the equipment database.

[0029] A process fluids database specifies recommended materials forvarious process fluids. A user is prompted to specify process fluids.This system automatically determines which materials are recommended forthe specified process fluids and selects a seal that is available in theselected materials.

[0030] A seal specifier uses the information input by the user, theprocess fluids database, the seal styles database, and the equipmentprofile database to determine an appropriate seal for the specifiedequipment. The seal specifier allows a user to select seal based on aknown product number for the seal, or by specifying information abouteither equipment or the seal, and accommodates the addition of a newequipment to the equipment database. The equipment may be identified byspecifying the frame or group of the equipment, a part number, or by itsdimensions. These varieties of methods allow a non-specialist to selecta seal by providing information simply about the equipment and theprocess in which the equipment is used.

[0031] In the process of specifying a seal, the compatibility analysisperformed between the seal and the equipment may indicate that amodification should be made either to a standard seal or to theequipment to fit the standard seal. The specified seal and anymodifications may be provided to a manufacturing center. By including adatabase with a variety of drawings and template programs for a computernumerically controlled machinery, the dimensions of a modified seal maybe inserted into a template program to automatically generate a customseal design to manufacture a custom seal.

[0032] The various elements of this system, both individually and in thevarious combinations, automate the many steps of the seal selectionprocess.

[0033] By having a seal styles database with established limits formaterials and operating conditions, the system automatically comparesthe input process fluids and operating conditions to the database toselect a best seal model from among those seals which are dimensionallycompatible with the equipment. A compatibility rating for process fluidsassists in the prioritization of the seal models available in therecommended materials for the specified process. By allowing a user tospecify secondary chemicals in the process stream, the quality of theseal selection is improved. The material and compatibility ratings andoperating condition limits for a seal model may be compiled frommaterial suppliers and other engineering guides into the process fluidsdatabase and the seals styles database. Similarly, environmental controltyping plans and auxiliary devices may be associated with each sealmodel in the seal style database, automating the selection of suchproducts.

[0034] Accordingly, in one aspect an apparatus for determining a sealfor a piece of equipment includes a database of equipment profiles and adatabase of seal profiles. A seal selection module is coupled to thedatabase of equipment profiles and the database of seal profiles, theseal selection module having an input that receives data indicative of acharacteristic of the piece of equipment from a user, and an output thataccesses the database of equipment profiles to determine a seal from thedatabase of seal profiles that meets the desired characteristic and fitsthe piece of equipment. Another aspect is the process performed by suchan apparatus.

[0035] In another aspect, an apparatus for determining a seal for apiece of equipment includes a database of equipment profiles and adatabase of seal profiles. A compatibility analyzer is coupled to thedatabase of equipment profiles and the database of seal profiles, havingan input that receives data indicative of a characteristic of the pieceof equipment, the compatibility analyzer comparing one seal profilewithin the database of seal profiles with the characteristic of thepiece of equipment to determine a modification which, allows the pieceof equipment to accommodate the seal defined by the one seal profile.Another aspect is the process performed by such an apparatus.

[0036] In another aspect, an apparatus for defining a plurality ofequipment profiles includes a database of equipment profiles, each ofthe equipment profiles defining a characteristic of a respective pieceof equipment, the characteristic being suitable for determining whethera seal is compatible with the respective piece of equipment. Thedatabase of equipment profiles includes results of a compatibilityanalysis added to the database of equipment profiles, the results of thecompatibility analysis defining a seal that is compatible with the pieceof equipment and that was not previously defined within the database ofequipment profiles as compatible with the piece of equipment, so thatdata defining the piece of equipment and a reference to a seal that iscompatible with the piece of equipment are accessible from the databaseof equipment profiles. Another aspect is the process performed by suchan apparatus.

[0037] In another aspect, an apparatus for generating a computernumerically controlled program includes a specifier module having afirst input that receives data defining a characteristic of a piece ofequipment, a second input that receives data defining a desiredcharacteristic of a seal for use in the piece of equipment, and anoutput that provides a profile of a seal that is compatible with thepiece of equipment. A computer numerically controlled program generatorhas an input that receives the profile of the seal and an output thatprovides a computer numerically controlled program for machining anelement of the seal based upon the profile of the seal, so that the sealis compatible with the piece of equipment. Another aspect is the processperformed by such an apparatus.

[0038] In another aspect, an apparatus for defining a replacement sealfor use in a piece of equipment includes a specifier module having afirst input that receives data defining a characteristic of a piece ofequipment, a second input that receives data defining a desiredcharacteristic of a seal for use in the piece of equipment, and anoutput that provides a profile of a seal that is compatible with thepiece of equipment. A seal design module receives the profile of a sealand produces an output that provides dimensions based upon the profileof a seal, the dimensions defining a seal that is compatible with thepiece of equipment. Another aspect is a process performed by such anapparatus.

[0039] In another aspect, a computer-implemented method analyzescompatibly between a seal and a piece of equipment. Information definingparameters of the equipment and of the seal is received. The parametersof the seal and of the equipment are compared to determine if there isan exact match. When an exact mach is not made for a parameter, anindication of the difference between the parameter for the seal and theparameter of the equipment is stored. When a parameter is absent, anindication of the absence of the parameter is stored.

[0040] In another aspect, an apparatus for generating a computernumerically controlled program includes a database of templates ofcomputer numerically controlled programs, specifying operations for aprogram for machining an element, without dimensional information. Acomputer numerically controlled program generator, has an input thatreceives the profile of the seal and templates from the database oftemplates for the seal, and an output that provides a computernumerically controlled program for machining an element of the sealbased upon the profile of the seal, so that the seal is compatible withthe piece of equipment.

[0041] In another aspect, a method for making a mechanical seal involvespreparing templates of computer numerically controlled programs,specifying operations for a program for machining an element, withoutdimensional information. A profile of a seal and the templates for theseal are received. A computer numerically controlled program formachining an element of the seal is generated based upon the profile ofthe seal, so that the seal is compatible with the piece of equipment.

[0042] In another aspect, a computer system for facilitatingidentification of equipment for matching with a seal, includes agraphical user interface that displays a template having fields and forreceiving inputs in the fields defining dimensions of the equipment. Thegraphical user interface associates graphical information illustratinghow to obtain the information with the fields in the templates andverifies the completeness and type of data in each field in thetemplate. Dimensional verification information indicating expecteddimensions for each of the fields in the template also is provided.

[0043] Another aspect is an apparatus or process in which the foregoingaspects are combined so as to provide a system includes a seal specifierfor specifying a seal, a compatibility analyzer for determiningdimensional compatibility between a seal and equipment, a design centerfor generating dimensions of modified seals and a manufacturing centerfor producing CNC programs to create modified seal components.

[0044] These and other aspects and advantages of the present inventionare set forth in the following detailed description.

BRIEF DESCRIPTION OF THE DRAWINGS

[0045] Illustrative embodiments will be described by way of example withreference to the accompanying drawings, in which:

[0046]FIG. 1A is a perspective view of an example single cartridge seal;

[0047]FIG. 1B is a perspective view of an example double cartridge seal;

[0048]FIG. 2 is a block diagram of a seal selection system according toone embodiment;

[0049]FIGS. 3A and 3B together comprise a flowchart illustrating,according to one embodiment, a process performed by the seal selectionsystem shown in FIG. 2;

[0050]FIG. 4 is a representation of a screen display which prompts auser to enter customer information and seal selection information;

[0051]FIG. 5 is a representation of a screen display which prompts auser to enter information about a new customer;

[0052]FIG. 6 is a representation of a screen display which prompts auser to enter a part number of a requested seal and any optionalfeatures or additional products requested;

[0053]FIG. 7 is a flowchart showing more detail of a step, in FIG. 3A,of searching for a pump in an existing pump database;

[0054]FIG. 8 is a representation of a screen display of the sealselection system which provides a list of pumps which meet selected pumpsearch criteria and which allows the user to select one of the listedpumps;

[0055]FIG. 9 is a flowchart showing more detail of a step, in FIG. 3A,of defining a new pump which is not in the existing pump database;

[0056]FIG. 10 is a representation of a screen display of the sealselection system which prompts a user to define a new pump which was notpreviously represented in the pump database;

[0057]FIG. 11 is a representation of a screen display which showscontents of a pump data file in which the compatibility analyzer storesresults;

[0058]FIG. 12 is a representation of a screen display which shows adimensional profile of a seal model stored in the seal styles file;

[0059]FIG. 13 is a flowchart illustrating in more detail the operationsperformed by the compatibility analyzer;

[0060]FIG. 14 is a representation of a screen display which prompts auser to select one of four approaches to selecting a seal;

[0061]FIG. 15 is a representation of a screen display which displaysrecommendations made by the system about materials of construction andwhich prompts a user to select materials of construction;

[0062]FIG. 16 is a flowchart describing the selection process performedfor FIG. 14 icon 123;

[0063]FIG. 17 is a flowchart describing the selection process performedfor FIG. 14 icon 124;

[0064]FIG. 18 is a representation of the process fluids database portionof the seal selection system;

[0065]FIG. 19 is a flowchart describing the selection process performedfor FIG. 14 icons 125-133;

[0066]FIG. 20 is a flowchart describing the selection process performedfor FIG. 14 icons 134;

[0067]FIG. 21 is a representation of a screen display which prompts auser to select a barrier fluid if a double cartridge seal has beenselected;

[0068]FIG. 22 is a representation of a screen display which, in theevent that no existing standard seal is compatible with the selectedpump, prompts a user to select either a modified seal or a modificationto a pump;

[0069]FIG. 23 is a representation of a screen display in which thesystem presents optional features and additional products which areavailable for the seal;

[0070]FIG. 24 is a flowchart describing how a design center operates;

[0071]FIG. 25 is a representation of an example graphic profile of aseal model stored in the seal styles file.

[0072]FIG. 26 is a representation of an example worksheet created by thedesign center to calculate dimensions needed;

[0073]FIG. 27 is an example chart of bolting and gasket surfacespecifications used by the compatibility analyzer and design center;

[0074]FIG. 28 is an example manufacturing special print which isgenerated by the design center;

[0075]FIG. 29 is a representation of a seal sleeve dimensional profilestored in the seal styles file;

[0076]FIG. 30A is a first portion of an example proposal automaticallygenerated by the system, including a cutaway drawing and a gland drawingwith applicable dimension indicated;

[0077]FIG. 30B is a second portion of an example proposal automaticallygenerated by the system, including pricing information which accountsfor any applicable customer discounts;

[0078]FIG. 31 is a representation of an example Manufacturers SpecialBushing Print designed by the design center;

[0079]FIG. 32 is a representation of an example Manufacturers SpecialBushing Print designed by the design center used when components arepurchased from an outside source;

[0080]FIG. 33 is an example bill of materials including a definition ofmaterials of the selected seal and a drawing of the seal;

[0081]FIG. 34 is an example order form which is automatically generatedby the seal selection system, allowing a user to order the seal directlyfrom the manufacturer;

[0082]FIG. 35 is an example dimension verification form used to confirmthe seal selected fits on the user's pump, and to confirm the equipmenthas not been previously modified;

[0083]FIG. 36 is an example plant standardization survey which compilesquote information for a specific customer; and

[0084]FIG. 37 is a flowchart describing operation of a manufacturingcenter.

DETAILED DESCRIPTION

[0085] The present invention will be more completely understood throughthe following detailed description which should be read in conjunctionwith the attached drawing. All dimensions herein are expressed ininches. However, the present invention may be implemented using anyunits of measure.

[0086] The inherent cost burden of a human intensive approach tomechanical seal selection, quotation, design/engineering, manufacturing,service and support processes is overcome by providing an automatedsystem which, in different aspects, supports these operations withoutrequiring many highly trained people or significant interaction amongsales engineers, factory support and the customer to gather, interpret,manipulate and analyze data.

[0087] This automated system supports the selection of seals for complexapplications by analyzing a large number of process fluids and theircombinations, equipment, e.g., pump, dimensional profiles with designvariations and modifications, and operating conditions. Consistent,scientific seal selections thus may be obtained rapidly. The system alsosupports ready conversion of applications to cartridge seals.

[0088]FIG. 1A illustrates an example of a single cartridge seal. Theseal 17 is attached to equipment 18 via bolts 19 and surrounds a shaft26. The seal includes a static o-ring gasket between the seal sleeve andpump shaft or sleeve, as indicated at 1. A static o-ring gasket 2 isprovided between the sleeve end bore and a rotary face. A static o-ringgasket 3 is provided between the gland bore and the stationary face. Thegland 7 has springs and an o-ring gasket and has a stationary face whichis bolted to pump housing to hold the seal in place. The sleeve 8contains two o-ring gaskets and a rotary face and transmits drive to therotary face with a drive pin. The inboard rotary face 9 is driven by theseal sleeve which is rotating with the pump shaft which provides primarysealing action by running against the stationary face with a thin layerof lubrication between the faces. The inboard stationary face 11 is heldstationary within the seal gland using antirotation lugs and provides aprimary sealing action by the rotary face running against it. The setscrews 13 are contained within the drive collar and transmit drive tothe seal sleeve by engaging the pump shaft or sleeve through holes inthe sleeve. A flat gasket 14 provides a gasket seal between the glandand pump housing face. A snap-ring 15 engages a groove in the sleeve tohold the drive collar with the set screws in place. Springs 16 arecontained within the seal gland and provide mechanical force to keep theinboard stationary face loaded against the rotary face.

[0089]FIG. 1B illustrates a double cartridge seal. The double cartridgeincludes the same parts as the single cartridge and an o-ring 5 whichprovides a static o-ring gasket between a drive collar and the insidediameter of the outboard rotary face. A static o-ring gasket 6 islocated between the drive collar and the outside diameter of the sleeve.The outboard rotary faces 10 are driven by a pin in the drive collarwhich rotates with the pump shaft providing primary sealing action byrunning against the outboard stationary face with a thin layer oflubrication between the faces. An outboard stationary face 12 is heldstationary within the outboard side of the gland using antirotation pinsproviding primary sealing action by having the outboard rotary facerunning against it.

[0090] Such cartridge seals are constructed from various components intoa unitized design. Some components typically are manufactured fromeither “bar stock” or “tubing,” or from castings. Casted parts generallycost less than parts manufactured from bar stock. Castings may bedesigned such that a small number of castings may be compatible for agiven set of equipment through an analysis of equipment profiles.

[0091]FIG. 2 illustrates a block diagram of a system 20 in oneembodiment. The system includes an input module 21 which enables theuser to select a customer or add a customer to a database, select aprocess fluid, enter environmental data and select from three pathsthrough the system. A new customer 43 may be added to the customerdatabase 30. The customer identifier is used to return information aboutthe customer as indicated at 44. From the input module, a user mayinvoke a seal specifier 22 which selects a seal, recommends materials,allows the user to select either equipment modifications or sealmodifications and recommends various features and products. The profileof a selected seal is output as indicated at 40. A new pump definitionmodule 24 also may be activated through the input module 21. This moduleallows a user to enter information from which a new pump record and pumpdimensional profile is created. A compatibility analyzer 26 comparesdimensions of the new pump record to seal dimensions in a seal stylesdatabase 33. The results from the compatibility analyzer 35 are added tothe pump database 31, along with the pump dimensional profile,frame/group, pump sizes, bore type and other compatibility results forother pumps. The input module 21 also allows the user to activate anexisting pump selector 25. Information about a pump profile, asindicated at 36, may be used to search a pump database 31 to returnprofiles 38 of selected pumps.

[0092] The customer database 30 includes a customer identificationnumber, customer name, customer contact information, and may include anidentification of the distributor, a logo for the distributor, and anidentification of any discount amount for that particular customer.Various other kinds of data also may be kept for each customer. Thisinformation is used by the proposal generator 23 to tailor a proposal 27to a particular customer. In one embodiment, customer discounts arehidden from an end user if the user is not the manufacturer.

[0093] The pump database 31 includes data which describes a large numberof pumps. The database also may specify other kinds of equipment,depending on the kind of mechanical part the system is being used toselect. The pump database 31 may include, for each pump, data describingthe seal sizes for the pump, the frame or group by which the group iscategorized, the pump size, the bore type, a complete dimensionalprofile, and compatibility results for seal models.

[0094] The seal styles database 33 includes a dimensional profile ofeach seal, graphical drawings, materials available for each seal, andother features and additional products available, along with CNCprograms and templates 47. In particular, the seal styles database 33defines metal materials, face materials, and elastomers for each sealstyle. It also may contain a complete listing of compatible optionalfeatures and additional products for each seal. A dimensional profilefor each seal as well as a complete set of drawings or graphics for eachseal model, template CNC programs for the manufacturing process also maybe stored in this database 33. Generally, the seal styles database 33 isdefined and maintained by a seals manufacturer.

[0095] A process fluid database 32 provides characteristics andrecommendations of the selected process fluid provided by the inputmodule 21, as shown in 37. In particular, the process fluids database 32includes, for each fluid which may be pumped by the equipment, amaterial compatibility rating for the pump materials, a recommended sealtype, recommended materials, and a recommended American PetroleumInstitute (API) plan for the seal. Generally, the process fluidsdatabase 32 is defined and maintained by the seal manufacturer.

[0096] The profile of the selected pump 38, the characteristics andrecommendations of process fluid 37 and the dimensions and graphics of aselected seal 39 from a seal styles database are provided to a sealspecifier 22, discussed above. The seal specifier 22 uses the chemicalcharacteristics and recommendations 37 from the process fluid database32, the pump profile selected 28 and the seal dimensional profile 39 tocreate a profile of a selected seal 40. The profile of a selected seal40, dimensions and graphics of a seal 39 and a pump profile and resultsof compatibility analyzer 41 are input to the design center 28. Thedesign center uses pump and seal profiles to draw and calculatedimensions for modified and custom seal components, and outputs resultsas indicated at 42.

[0097] The CNC programs and templates 47 from the seal styles database22 for the selected seal and the result of the design center 42 areinput to a manufacturing center 29 and proposal generator 23. Thismanufacturing center uses results from the design center to createcustom manufacturing prints and programs for each of the modified orcustom components, as output at 46, for manufacturing the components. Inparticular, the manufacturing center uses the dimensions defined by thedesign center 42 and inserts them into template CNC programs 47 from theseal styles database 33 for the selected seal. These programs aredownloaded directly into CNC machinery for manufacturing of a component.

[0098] The results of the design center 42 also are provided to aproposal generator 23. The proposal generator 23 also receives addressand discount information 45 about the selected customer. The proposalgenerator produces drawings, price, modification notes, warnings, billsof materials, order forms, dimension verification forms and plantsstandardization surveys, as described below, from which quotationproposals 51 may be produced. An order processing module 50 receives aquotation proposal 51 to produce an order 52 which is provided to themanufacturing center 29.

[0099] The system also may include an independently accessible promotionand advertising module 48 and post sales service and support module 49which provide additional information for use by a sale person orfactory, distributor, etc.

[0100] In order to create the pump profile and seal styles databases,information from standard pumps and seals may be input into thedatabase. The compatibility analyzer then may be executed to determinethe compatibility of each pump with each seal. The results of thesecompatibility analyses may be stored in the pump profile database. Inthis manner, known modifications for common seals and common pumps maybe stored in the database and need not be recomputed. As a generalprocess, any modifications created by this system may be stored in thedatabase for future use.

[0101] In operation, a user activates the input module 21 to enter newcustomer data or to select an existing customer, to enter environmentaldata and to select the relevant process fluid. The user then may proceedto the seal specifier 22 to select a seal if the desired seal is known.If the part number for the desired seal is not known, and if the pump isdefined within the database 31, then the user may activate the existingpump selector 25. Pump selector 25 may search for a pump in the databasebased on dimensions, frame or group, part number, or other information.If the pump is not in the pump database, the new pump definition module24 may be activated. When the new pump definition module 24 is used toadd a new pump to the database, the compatibility analyzer 26 performs acompatibility analysis based on the definition of the new pump withrespect to the various seals in the seal database and updates the pumpdatabase 31 to include this data relating to the new pump. After a pumphas been defined or selected, the seal specifier 22 may be activated bythe user. The seal specifier 22 then accesses the pump database 31,which includes the definition and compatibility analysis for anyexisting and new pumps defined by the user. The seal specifier 22 alsoallows the user to the select seal style, or to review a list of allseals. The seal database also may include a cross-reference to indicatethat the seal is a replacement for another manufacturer's seal.

[0102] When no standard seal model fits the selected pump, the user hastwo options. First, the seal specifier 22 provides a special seal designwhich fits the equipment without modifications to the equipment. Second,the seal specifier 22 may provide a standard seal and specifications ofmodifications to be made to the equipment to fit the seal.

[0103] The seal specifier 22, using the process fluids databaserecommends materials and may provide a list of all available materialswith compatibility ratings for the seal model in use with the specifiedprocess fluid.

[0104] After the seal specifier 22 has completed a profile of theselected seal, the design center 28 designs, draws and calculatesdimensions for each component of the seal, which are then provided toproposal generator 23.

[0105] The proposal generator 23 generates output forms, includinginformation such as drawings, dimensions, price quotations, modificationnotes for the seal or the equipment, warnings, bills of materials, adimension verification form, and an order form. The dimensionalverification form is provided to the user to ensure that the user hasproperly measured dimensions of the equipment.

[0106] The results from the design center also are used in themanufacturing center. The manufacturing center retrieves template CNCprograms which are part of the seal styles database. The templateprograms include machining operations without dimensions. The dimensionsare inserted from the information from the design center. Aftermodification, the templates CNC programs with the dimensions of the sealare downloaded into CNC machinery to produce the new seal.

[0107] The various modules in this system may be implemented as computerprograms on a computer system, such as described in more detail below.It should be understood that each of the modules and databases may beseparate computer programs, which may be executed on separate computersand by separate entities. Various modules may be interconnected viaprogramming procedures, or may be programs which share data files on acomputer or may be separate computers interconnected by a computernetwork. The actual sharing of information among the modules may beperformed in any manner.

[0108] In particular, the system may be implemented as a combination ofsoftware and data that may be installed and operated by a user on one ormore machines to provide all functions relating to mechanical sealselection. In this arrangement, data for the various databases maychange over time and a manufacturer would periodically provide updatesto the users of the software and data Such updates may be provided usingany means of electronic transmission or through delivery of a storagemedium containing the information. Also in this embodiment, amanufacturer may wish to collect changes to databases made by theirusers in order to continually update their databases of pumps, process,fluids and seals.

[0109] In another embodiment, the seal specifier 22 is provided to auser. The compatibility analyzer 26, design center 28 and manufacturingcenter 29 may be maintained by a manufacturer. In another embodiment,the seal specifier and compatibility analyzer may be accessible to auser. In this embodiment, the design center 28 and manufacturing center29 are maintained by the manufacturer. In another embodiment, a user mayhave access to the user interface of the seal specifier, for example,through a public computer network such as the Internet, or throughanother remote access medium. In another embodiment, the seal specifier22, the compatibility analyzer 26 and the design center 28 may beprovided to a user. The manufacturing center 29 in such an instance maybe maintained by the manufacturer. Various other embodiments also arepossible.

[0110]FIGS. 3A and 3B illustrate in more detail a process through whicha seal may be selected using the system of Figs. The process begins bythe user entering customer data in step 60. FIGS. 4 and 5 illustrategraphical user interfaces for this function. Also using a display suchas shown in FIG. 4, environmental data and process fluids may be definedin step 61. After input of this information, the user may choose among anumber of selection methods in step 62. In this embodiment, there arethree selection methods. The first selection method involves simplyselecting a known seal, in step 63, which is described in more detailbelow in connection with FIG. 6. A pump may be searched from an existingdatabase in step 64, which is described in more detail below inconnection with at least FIGS. 7 and 8. A new pump may also be definedin step 65, as is described below in connection with at least FIGS. 9and 10.

[0111] When a seal is selected in step 63, a quote proposal is generatedin step 80, which is described in more detail below in connection withFIGS. 30 through 36. An order entry department activates a manufacturingcenter to produce an order in step 81. A manufacturing center then maycreate special manufacturing and scheduling prints for the manufacturingprocesses, may select material to be used, may order materials ifnecessary, and may create programs for computer numerically controlledequipment for manufacturing modified or custom components. Thesemanufacturing center operations are described in more detail below inconnection with FIG. 37.

[0112] If the user elects to search for a pump from an existingdatabase, in step 64, the user then may choose from a variety of sealselection methods, as indicated in step 67. A graphical user interfacefor making this selection in one embodiment is shown in FIGS. 14 and 15.One method is to select from available seal models in step 68. Thismethod is described in more detail below in connection with FIG. 16. Acompatibility analysis is then performed in step 72. The materials ofconstruction and process fluid rating are selected and checked in step75, which is described in more detail below in connection with FIG. 15.A component type seal also may be selected in step 71, as anotherselection method, which is described in more detail below in connectionwith FIG. 20.

[0113] Another seal selection method is to select the seal family instep 69. This step is described in more detail below in connection withFIG. 19. A seal model is then recommended in step 73. Another methodinvolves recommending a model from any family of seals in step 70. Thisstep is described in more detail below in connection with FIG. 17.Either of the last two methods concludes with a recommendation ofmaterials and construction and API plans based on the process plan.

[0114] All of these methods of selecting a seal conclude with step 75 ofselecting materials of construction and checking other process and fluidratings, which is described in more detail below in connection with FIG.15.

[0115] After step 75, it is then determined if a standard seal fits theindicated equipment in step 76. If not, a modification strategy isselected in step 77, which is described in more detail below inconnection with FIG. 22. Optional features and additional products arerecommended in step 78, which is described below in more detail inconnection with FIG. 23. In step 79, a design center designs, draws andcalculates dimensions for the selected items. This step is described inmore detail below in connection with FIG. 24.

[0116] After processing by the design center, quote proposals may begenerated in step 80 and a manufacturing center may generatemanufacturing information in step 82, as described above.

[0117] Each of the steps in FIGS. 3A and 3B will now be described inmore detail in connection with FIGS. 4 through 37. FIG. 4 is arepresentation of a screen display 90 which prompts the user to entercustomer data and other information. The screen display 90 is segmentedinto different areas for different data and options selectable by theuser. For example, in customer data area 91, the user may select a userID and customer ID, if the customer database 30 (FIG. 2) includes adescription of the customer. If the customer has been granted adiscount, the system displays the amount of the discount within thecustomer data area 91. At any time, the user may select any help icon101, for which the system may provide textural information to guide theuser through the seal selection process. The system also may have atraining program to educate the system user on how to use the screens ofthe program or to provide technical assistance.

[0118] Referring now to FIG. 5, if the customer database 30 does notinclude a description of the customer, the user may select new customericon 92 (in FIG. 4), after which the system displays a new customer dataentry screen as shown in FIG. 5. The user then fills in the billing andmailing information of the customer in area 110 and the “ship to”information in area 111. The user also sets the customer discount inarea 112. This information may be stored in the customer database 30(FIG. 2).

[0119] Referring again to FIG. 4, as in step 61 of FIG. 3, the userdefines environmental data and at least one process fluid for which thereplacement or new seal will be used, by filling out sections ofenvironmental data entry area 93. The data includes a name of theprocess fluid. If the defined process fluid is not found within theprocess fluids database 32, the user may select the “chemical not found”icon 94. The system then displays guidelines for proceeding, or promptsthe user to contact the manufacturer to define the applicable processfluid. In addition, the manufacturer may populate the process fluiddatabase 32 if desired.

[0120] Environmental data, entered by the user into area 93, includesfactors such as, but not limited to, operating temperature, specificgravity, vapor pressure, viscosity, concentration, shaft speed, boxpressure, suction pressure, discharge pressure, and percent of solids.Within the percent of solids, a percentage of dissolved solids may bedefined as well as a percent of fibrous undissolved solids andpercentage of non-fibrous undissolved solids. After the environmentaldata and process fluid data have been entered, the user may choose fromamong three selection methods, as indicated in step 62 of FIG. 3.

[0121] In the first method, the user activates the Path 1 icon 96 withinthe seal information area 95, and is shown the quick path screen (FIG.6) allowing the user to select the seal directly (step 63 of FIG. 3). Asecond selection method selectable by the user by selecting icon 100 isto search from the existing pump database (step 64 of FIG. 3). Detailsof this option are described in more detail in connection with the flowchart of FIG. 7. A third selection option is to define a new pump (step65 in FIG. 3), the details of which are described below in connectionwith the flow chart of FIG. 9 and screen display of FIG. 10. This pathis accessed by selecting icon 97 on FIG. 4.

[0122] The first method, activated using icon 96 in FIG. 4, will now bedescribed in more detail in connection with FIG. 6. Through a series ofdrop down menus, the user is prompted to enter a part number, for seals,kits, faces or other part in area 120. In this embodiment, the firstdigit represents the metallurgy; the second digit represents theelastomer (o-ring); the next four digits represent the seal modelnumber; the next four digits represent the seal size; the next digitrepresents the inboard face; and the final digit (only on double seals)represents the outboard face material. The user is then prompted in area121 to select optional features. In area 122, spare parts kits andfactory repairs are quoted. Area 123 displays additional productsavailable, from which the user may select. The quote proposal on theitem selected is provided to the user, as described below in connectionwith FIG. 30. This path prepares a quote proposal for any seals. Withthis option, the compatibility analysis between the pump and theselected seal is not performed. However, this option allows experts touse the system quickly and efficiently to obtain a price quote, oruntrained individuals to select a seal using a part number

[0123] The second selection method, activated via icon 100 in FIG. 4,will now be described in connection with FIGS. 7 and 8. In step 130, theuser selects a pump manufacturer from the list displayed in pumpselection area 98 of FIG. 4. Then, if the bore type of the pump isknown, it may be selected in step 131 within bore type area 99. Forexample, the bore type may be unknown, standard bore, large bore/taperbore with large box face, or large bore/taper bore with standard boxface. A help button may be located in the section to provide a graphicdescribing the categories to aid the user in selecting the correct boretype.

[0124] In response to the input bore type and pump manufacturer, thesystem displays a list of pump models for the selected manufacturer andselected bore type in step 132, from the pump database 31. The userselects a pump model from this list, in step 133.

[0125] After a pump model has been selected, the user has several forsearching for the pump profile. In particular, the user may search thedatabase by seal size, frame or group, or by pump size, in step 134. Theoption of searching by serial number also may be provided. If anidentification tag is not readable and/or original paperwork about thepump is lost, at least one of the three search engines should enable apositive identification of the pump. In step 135, the system displays alist of matching seal sizes, frame or group, or pump sizes, dependingupon the search option selected. The user then selects the choice whichmatches the equipment or selects unknown for a complete listing in step136.

[0126] In step 137, the system displays a list of pumps within theselected pump model which meet the search criteria, and in step 138 theuser selects a pump from the list of pumps displayed. A sample screenfor pump selection is shown in FIG. 8, in which the manufacturer 140 andthe number of matching pumps found 141 are listed, and a description foreach of the matching pumps is provided in area 142. For each matchingpump profile, a selection icon 143 allows the user to select the pumpprofile which matches the pump under consideration. The user may searchagain for a pump profile by activating the search again icon 144. Aphysical dimensional verification form may be provided to the user toallow the user to determine if the pump or equipment has been modifiedfrom its original standard dimensions. If the equipment has beenmodified, the user may enter the modifications as if the pump were a newpump, as described below in connection with FIGS. 9 and 10.

[0127] Another method for seal selection, activated through icon 97 inFIG. 4, will now be described in connection with FIGS. 9 and 10. In oneembodiment, a screen such as shown in FIG. 10 is used to receive datadefined by the user. In step 150 (FIG. 9), the system assigns a new pumpidentifier (area 170 of FIG. 10) which allows the system to provide aunique definition of the pump under consideration. In step 151, the userenters, if known, information such as the name of the pump manufacturerinto area 171, the model in area 172, the frame or group into area 173,the pump sizes available into area 174, and the solid shaft/sleeve outerdiameter into area 175. The system recommends the standard default glandtype or allows the user to select a special gland type in area 176,(step 152) only if the user is sure the standard default gland does notfit. The customer may visually select a gland type by viewing the visualgeometry of the existing seal or the equipment the seal fits on. Theuser then may select any gland type. Example glands are, but are notlimited, to standard, round with drill holes, round with rectangularbolt patterns, glands with flats and drill holes, special ellipticaldesigns, round glands with slots on horizontal, special bar stockdesigns, round glands with multiple bolt holes, and standard glandsmodified.

[0128] In step 153, the system displays a bolt pattern graphic in area177 for the defined gland type and an equipment cutaway drawing in area178, as shown in FIG. 10. The user defines the equipment type (step 154)in area 179, defines the pump bore type (step 155) in area 180, definesthe sleeve style, e.g., packing or seal sleeve, (step 156) in area 181.The system recommends the standard default sleeve type or allows theuser to select a special sleeve type in area 182, (step 157) only if theuser is sure the standard default sleeve does not fit. The customer maydecide visually on the sleeve type, for example by viewing the visualgeometry of the existing seal or the equipment. The user then may selectany sleeve type. Example sleeve types include, but are not limited to:standard sleeve, straight sleeve with non-standard ID, hook sleeve, stepsleeve, sleeve extensions, and special sleeve designs. The user then maydefine special gland features if requested (step 158) in area 183.Example gland features include, but are not limited to, ID Pilot Gland,OD Pilot Gland, and O-Ring Groove Gland.

[0129] The user then defines major dimensions of the pump (step 159) inareas 184-200. The major dimensions include box bore in area 184, boxdepth in area 185, first obstruction in area 186, number of bolts inarea 187, bolt spacing in area 188, bolting size in area 189, studprojection from box face in area 190, bolt circles in area 191,horizontal distance in area 192, vertical distance in area 193, existinggland outer diameter in area 194, maximum gland outer diameter in area195, ID pilot in area 196, ID or OD pilot depth in area 197, OD pilot inarea 198, sleeve extends from the face in area 199, sleeve steps toshaft size in area 200. Horizontal and vertical distances are input onlyfor glands with rectangle bolt patterns. The system may automaticallyenter “N/A” if a round bolt pattern has been selected. The locations ofthese measurements are displayed on the bolt pattern 177 and cutawaydrawing 178, so that a user may take the measurements without unduetraining. A help icon 203 also may be used to present instructions abouthow to obtain valid information for the dimensions. The manufacturer,model and Solid Shaft/Sleeve OD also are input. The remainder of theinformation is optional. In area 201, the user is prompted to answerquestions relating to the sources used to obtain the equipmentdimensions. Example: physical measurements, from equipment prints, orfrom seal prints. The user also is prompted to confirm the equipment isstill in its original state and if not, to explain the modificationsmade in area 202.

[0130] After the data described above has been entered by the user, thesystem confirms the data has been entered correctly and adds a new entryto the database (step 160). In order to reduce errors, input values(e.g., blanks, N/A, numeric values) are based on prompts to the user orpre-specified choices. The system also may provide an alarm if erroneousinputs have been entered or if required information is missing. Thesystem confirms that each dimension is entered according to certaincriteria. In particular, the system confirms that: the SolidShaft/Sleeve OD is a numeric value; the Box Bore, Depth and FirstObstruction dimensions are numeric values or a blank if unknown; thenumber of bolts is a numeric value or blank; the bolt spacing is anumeric value, a blank if unknown or a “U” if the spacing is unequal.The bolting size may be selected from a drop down menu of common boltingsizes, or a numeric value other than those listed may be entered, or thefield may be left blank if unknown. The Bolt Circle and Stud Projectiondimensions are numeric values or blank if unknown. The Gland OD Existingand Gland OD Maximum are numeric values or blank if unknown. The IDPilot, Pilot Depth, OD Pilot, Sleeve Extends from Face and Sleeve Stepsto Shaft Size are numeric values, or a blank if unknown or N/A if notapplicable. An example of a file where this information may be may bestored is shown in FIG. 11, which is described in more detail below.

[0131] After adding the pump data in the database, in step 161, thesystem analyzes the pump dimensions provided in step 159 to determinethe most compatible seal model for each seal type. FIG. 12, which isdescribed in more detail below, represents a seal dimensional profilewhich may be used for this analysis.

[0132] All seals may be categorized by seal type, for example singlecartridge seal, double cartridge seal, double cartridge seal withpumping ring, single cartridge model 3500 seal, metal bellows forchemical service, metal bellows for high temperature service, highpressure cartridge designs, double cartridge (gas barrier design), dryrunning single design for mixers, double cartridge for mixer with liquidlubrication or gas barrier design, split mechanical seals, componenttype seals, API (American Petroleum Institute) design seals, etc. Thesystem accommodates any commercially available seal types and can beexpanded to accommodate new seal types. The examples below are forcommon seal types: Single, Double, Double with Pumping Ring, 3500. Othertype seals are not shown but may be calculated in a similar manner.

[0133] For single, double and double with a pumping ring, the followingformula is used. If the seal size is less than 0.896 or greater than5.020 no recommendation is made. If the seal size is between 1.021 and1.145 or between 1.271 and 1.395, a narrow cross section seal isrecommended. If the actual gasket outer diameter (FIG. 12, area 274)minus the box bore (FIG. 10, area 184) is greater than zero, thestandard model is recommended. If the result was less than zero thelarger bore model is recommended.

[0134] If a model is determined to be compatible in step 161, the systemassigns a model number in area 210 of FIG. 11, (step 162). If no modelis recommended, in step 163 the system assigns an alternate seal type inarea 211 of FIG. 11. For example, if Style 3500 is not available in a4.00 inch size, the system recommends an alternate of the standardsingle type seal.

[0135] In step 164, the compatibility analyzer performs a compatibilityanalysis, which is described below in connection with FIG. 13, for eachpotential seal model. In step 165, they system sets the “Seal FitsEquipment” notes (area 214), and the “Equipment Fits Seal” notes (area215), and stores the results of the compatibility analysis in the pumpdatabase (areas 216-229). These steps complete step 66 of FIG. 3A.

[0136] An example of a seal dimensional profile is shown in FIG. 12. Theprofile includes, but is not limited to having, the seal size 250,minimum bore 251, maximum bore 252, inside length 253, outside length254, minimum bolt circle for several bolt sizes, such as ⅜ (255), ½(256), ⅝ (257), ¾ (258), the slot width 259, gland outer diameter 260,gland flat 261, sleeve outer diameter 262, gland length 263, bar glandlength 264, o-ring position 1 (265), position 2 (266), position 3 (267),position 4 (268), position 5 (269), position 6 (270), actual castingouter diameter 271, actual slot inner diameter 272, outer diameter ofshroud on casting 273, actual gasket outer diameter 274, counter bore ingland 275, bar shroud outer diameter 276, inboard balance diameter 277,outboard balance diameter 278, outboard internal obstruction 279,inboard internal obstruction 280, and internal depth obstruction 281.Additional fields may be displayed or added for other seal types whereappropriate.

[0137] The compatibility analyzer performs a series of calculations,which is described in more detail below in connection with FIG. 13,which compare the pump dimensions, supplied by the user using theinterface FIG. 10, to the seal profile dimensions, shown in FIG. 12.

[0138] These calculations are performed to determine if a standard orspecial design should be used to fit the pump. The results of thecalculations are stored in the pump database and used later in thedesign center to engineer and design special seals and components. Ifmodifications are suggested, the system recommends two options:

[0139] 1. modifications to the seal so that the seal fits; and

[0140] 2. modifications to the equipment so that the standard seal fitsthe equipment.

[0141]FIG. 11 illustrates a display for the results of the compatibilityanalyzer. Section 231 and 232 reflects the information entered by theuser using the interface of FIG. 10. Sections 210-229 displayinformation generated by the compatibility analyzer. In particular, thisinformation may include the gland type in box 212, sleeve type in box213, “Seal fits equipment” notes in box 214, “Equipment fits seal” notesin box 215, and the values of various calculations in boxes 216-229,which will now be described in connection with FIG. 13.

[0142] In FIG. 13, in step 300, the system matches the actual shaft/sealsize from FIG. 10 area 175 to standard seal sizes from FIG. 12, area250. If a match is found, the system continues to the “Seal fits in box”calculation, step 305. If an exact match is not found, in step 301 it isdetermined if the shaft/seal size is within the range of tolerance,e.g., +0.001 to −0.005, of a standard seal size. If the size is withinthis range, processing continues with step 305.

[0143] If the size is not within the desired range of the standard sealsize, it is then determined, in step 302, if the shaft size is withinthe range of −0.104 to +0.020. If the size is within this range, thesleeve type is set to 2 in box 213 of FIG. 11, a modification note 501Dis set in box 215 of FIG. 11 and the results are stored in box 229 instep 303.

[0144] “A” notes are verification notes which ask the user to verify adimension not stored in the pump database. “C” notes are glandmodification notes which explain what modifications the user must maketo the equipment for a standard gland to fit and only seen on the “userwill modify equipment” path. “D” notes are sleeve notes which explainwhat modifications the user must make to the equipment for a standardsleeve to fit and is only seen on the “user will modify equipment” path.“N” note are modifications the user must make to the equipmentregardless of the modification strategy selected.

[0145] Processing then continues with step 305. If the size is not inthe range, then in step 304 the model recommended is set to blank andthe alternate (Box 211 of FIG. 11) is set to 99.

[0146] If the shaft size matches the entered seal size, or is within adesired range, as determined in steps 300, 301 and 302, processingcontinues with step 305. In step 305, it is determined if the box boredimension (FIG. 10, area 184) is blank. If it is blank, the verificationnote 502A, in sections 214 and 215 of FIG. 11, is set in step 306 andprocessing continues to step 309.

[0147] If the box bore dimension is not blank, it is then determined ifthe difference between the box bore and the outer diameter of thesleeve, plus 0.030, is positive. The box bore is from FIG. 10, area 184and the sleeve outer diameter is from FIG. 12 area 262. If this resultis positive, processing continues with step 309. If the result isnegative, a modification note 502N is set in area 214 and 215 of FIG.11, and processing continues with step 309.

[0148] In step 309, it is determined if the box depth dimension (FIG. 10area 185) is blank. If it is blank, in step 312 the verification note504A is set in sections 214 and 215 of FIG. 11, and processing continueswith step 313. If the dimension is not blank, in step 310 it isdetermined if the difference between the box depth and the inside lengthplus 0.005 is positive. The box depth is from FIG. 10 area 185 and theinside length is from FIG. 12 area 253. If the result is positive,processing continues with step 313. If the result is negative, in step311 the modification note 504C is set in area 215, the gland type 9 isset in area 212, and the negative result is stored in area 216.Processing continues with step 313.

[0149] In step 313, it is determined if the first obstruction dimension(FIG. 10 area 186) is blank. If it is blank, in step 314 theverification note 505A is set in sections 214 and 215 of FIG. 11, andprocessing continues with step 319. If the dimension is not blank, instep 315 it is determined if the difference between first the firstobstruction and outside length is positive to −0.006. The outside lengthis from FIG. 12 area 254. This difference if it is positive to −0.006,processing continues with step 319. If this difference is negative,processing continues with step 316. Instep 316, it is determined if thisdifference is within the negative range of −0.007 to −0.125. If it is,in step 317 the modification note 505C is set in section 215, gland typeis set to 12 in area 212, and the result of the calculation is stored inarea 219. Processing continues with step 319. If this difference is notbetween the range, in step 318 the modification note 505N is set in bothareas 214 and 215, and processing continues with step 319.

[0150] In step 319, it is determined if the number of bolts (FIG. 10,area 187) is blank. If it is, in step 320 the verification note 506A isset in areas 214 and 215 of FIG. 11, and processing continues with step325. If it is not blank, in step 321 it is determined if the number ofbolts is two or four. If the number of bolts is two or four, processingcontinues with step 325. If it is not two or four, in step 322 it isdetermined if the number of bolts is an even number. If it is even, instep 323 modification note 506N is set in areas 214 and 215, andprocessing continues with step 325. If the number of bolts is odd, instep 324 modification note 506C is set in area 215, gland type is set to10 in area 212, the number of bolts is stored in area 218, andprocessing continues with step 325.

[0151] In step 325, it is determined if bolt spacing (FIG. 10 area 188)is blank. If this field is blank, in step 326 a verification note is setin areas 214 and 215 of FIG. 11 and processing continues with step 331.If this field is not blank, in step 327 it is determined if the userentered “U” for uneven. If any value other than “U” was entered thenprocessing continues with step 331. If the value is “U,” then in step328, it is determined if the number of bolts was even. If the number ofbolts was even, in step 329 a modification note 507N is set in area 214and 215, and processing continues with step 331. If the number of boltsis odd, in step 330 a modification note 507C is set in area 215, glandtype is set to 4 in area 212, and the value “U” is stored in area 220.Processing then continues with step 331.

[0152] In step 331, it is determined if the bolt size (FIG. 10, area189) is blank. If this field blank, in step 332 a verification note 508Ais set in areas 214 and 215 and processing continues with step 335. Ifthis field is not blank, in step 333 it is determined if the differencebetween the slot width and the bolting size is positive. The slot widthis from FIG. 12, area 259. If this difference is positive, processingcontinues with step 335. If negative, in step 334 a modification note508C is set in area 215, gland type is set to 12 in area 212, and anegative result is stored in area 220. Processing continues with step335.

[0153] In step 335, it is determined if the bolt circle (FIG. 10, area191) or bolt size area 189 is blank. If either is blank, in step 336 averification note 509A is set in areas 214 and 215 and processingcontinues with step 339. If not blank, in step 337 it is determined ifthe difference between the bolt circles and the bolting size, less theactual slot inner diameter, is positive. The actual slot inner diameterfrom FIG. 12, area 272. If this result is positive, processing continueswith step 339. If negative, in step 338 a modification note 509C is setin area 215, gland type is set to 12 in area 212, and the result isstored in area 221. Processing then continues with step 339.

[0154] In step 339, it is determined if the bolt circle (FIG. 10, area191) is blank. If blank, in step 340 a verification note 510A is set inareas 214 and 215 and processing continues with step 350. If not blank,in step 341 it is determined if the difference between the bolt circleand the hex nut head maximum width across corners, less the outerdiameter of the shroud on the casting, is positive. The hex nut headmaximum width across corners is from FIG. 27 area 620 and the outerdiameter of the shroud on the casting is from FIG. 12, area 273. If theresult is positive, processing continues with step 342. If negative,processing continues with step 350.

[0155] In step 350, it is determined if the bolt circle (FIG. 10, area191) is blank. If blank, in step 351 a verification note 511A is set inareas 214 and 215 and processing continues with step 355. If not blank,in step 352 it is determined if the difference between the bolt circleand the cap screw maximum head diameter less the outer diameter of thecasting is positive. The cap screw maximum head diameter is from FIG. 27area 622, and the outer diameter of the shroud on the casting is fromFIG. 12, area 273. If this result is positive, in step 353 amodification note 530N is set in areas 214 and 215 and processingcontinues with step 355. If the result is negative, in step 354 amodification note 511C is set in area 215, gland type is set to 12 inarea 212, and the result is stored in area 222. Processing thencontinues with step 355.

[0156] In step 342, it is determined if the bolt circle (FIG. 10, area191) is blank. If blank, in step 343 a verification note 513A is set inareas 214 and 215 and processing continues with step 345. If not blank,in step 344 it is determined if the difference between the actualcasting outer diameter and the sum of the bolt circle and the hex nuthead maximum width across corners is positive. The actual casting outerdiameter is from FIG. 12, area 271 and the hex nut head maximum withacross corner is from FIG. 27, area 620. If the result is positive,processing continues with step 355. If the result is negative,processing continues with step 345.

[0157] In step 345, it is determined if either the bolt circle orbolting size is blank. If blank, in step 346 a verification note 514A isset in areas 214 and 215 and processing continues with step 355. If notblank, in step 347 it is determined if the difference between the actualcasting outer diameter and the sum of bolt circles and bolting size ispositive. The actual casting outer diameter is from FIG. 12, area 271.If the result is positive, a modification note 514N is set in areas 214and 215 and processing continues with step 355. If negative, in step 349a modification note 514C is set in area 215, gland type to 9 is set inarea 212, and the result is stored in area 223. Processing thencontinues with step 355.

[0158] In step 355, it is determined if the existing gland outerdiameter (FIG. 10, area 192) is blank. If blank, processing continueswith step 357. If not blank, in step 356 it is determined if thedifference between the outer diameter of the existing gland and theactual casting outer diameter is positive. The actual casting outerdiameter is from FIG. 12, area 271. If the result is positive,processing continues with step 361. If negative, processing continueswith step 357.

[0159] In step 357, it is determined if the maximum gland outer diameteris blank. If blank, in step 358 a verification note 516A is set in areas214 and 215 and processing continues with step 361. If not blank, instep 359 it is determined if the difference between the maximum glandouter diameter and the actual casting outer diameter is positive. Themaximum gland outer diameter is from FIG. 10, area 195, and the actualcasting outer diameter is from FIG. 12, area 271. If the result ispositive, processing continues with step 361. If negative, in step 360 amodification note 516C is set in area 215, gland type to 12 is set inarea 212, and the result is stored in area 224. Processing thencontinues with step 361.

[0160] In step 361, it is determined if the ID Pilot value (FIG. 10,area 196) is blank. If blank, in step 362, a verification note 518A isset in areas 214 and 215 and processing continues with step 371. If notblank, in step 363, it is determined if the ID Pilot value is “N/A.” Ifyes, processing continues with step 371. If the value is not “N/A,”processing continues with step 364. In step 364, it is determined if thedifference between the actual gasket outer diameter and ID Pilot valueis negative. The actual gasket outer diameter is from FIG. 12, area 274.If negative, in step 365 a modification note 518C is set in area 215,gland type is set to 9 in area 212, and the results are stored in area226. Processing then continues with step 380. If positive, in step 366it is determined if the shaft/seal size is less than 2.625. If yes, instep 367 the difference between the actual gasket outer diameter and theID Pilot is divided by two. If this value is less than 0.105, then instep 368, a modification note 517C is set in area 215, gland type is setto 9 in area 212, and results are stored in area 225. Processing thencontinues with step 380. If the value is less than or equal to 0.105,processing continues with step 380. If the shaft seal size was less thanor equal to 2.625, in step 369 it is determined if the value is lessthan 0.170. If not, processing continues with step 380. If yes, in step370 a modification note 517C is set in area 215, gland type is set to 9in area 212, and results are stored in area 225. Processing continueswith step 380.

[0161] In step 371, it is determined if the box bore value from FIG. 10,area 184 is blank. If blank, in step 372 a verification note 517A is setin areas 214 and 215 and processing continues with step 380. If notblank, in step 373 it is determined if the difference between the actualgasket outer diameter and the box bore value is negative. The actualgasket outer diameter is from FIG. 12, area 274. If negative, in step374 a modification note to 517C is set in area 215, gland type is set to9 in area 212, and results are stored in area 225. Processing continueswith step 380. If the result was positive, in step 375 it is determinedif the shaft/seal size is less than 2.625. If no, in step 376 it isdetermined if the difference between actual gasket outer diameter andthe box bore value, divided by two, is less than 0.170. If yes, in step377, a modification note 517C is set in area 215, gland type is set to 9in area 212, and the result is stored in area 225. Processing thencontinues with step 380. If the result is greater than 0.170, processingcontinues with step 380. If the shaft/seal size is less than 2.625, instep 378 it is determined if the result is less than 0.105. If yes, instep 379 a modification note 517C is set in area 215, gland type is setto 9 in area 212, the result is stored in area 225. Processing thencontinues with step 380. If result is greater than 0.105, processingcontinues with step 380.

[0162] In step 380, it is determined if the “sleeve extends from face”value is blank. If blank, in step 381 a verification note 519A is set inareas 214 and 215 and the compatibility analysis is complete. If notblank, in step 382 it is determined if the difference between the sleeveextends from face value and the outside length, less 0.151, is positive.The sleeve extends from face value is from FIG. 10, area 199, and theoutside length is from FIG. 12, area 264. If this result is positive,the compatibility analysis is complete. If the result is negative, instep 383 it is determined if the difference between outside length, less0.380, and the sleeve extends from face value is positive. If thisdifference is positive, in step 384 a modification note 519D is set inarea 215, sleeve type is set to 3 in area 213, the result is stored inarea 227. If the result is negative, in step 385 a modification note520D is set in area 215, sleeve type is set to 4 in area 213, the resultis stored in area 227. At this point, the compatibility analysis iscomplete.

[0163] After the compatibility analysis is complete, the system analyzesthe data produced. If more than one gland type was recommended, thesystem selects the gland type in the following order of priority highestfirst: 10, 4, 9, 12. Each gland type of a higher priority builds uponcharacteristics of the other types of lower priority. A gland 12 is theresult of minor modifications to a standard gland. A gland 9 is theresult of major modifications and is made out of a blank casting or barstock. This gland encompasses modifications included in the gland 12. Agland 4 is a custom gland with a rectangular bolt pattern but caninclude the modifications of the glands 12 and 9. Gland 10 is a customround gland with multiple bolt holes. This gland may includecombinations of gland types 10, 4, 9, and 12. The combination of glandsis designed for accommodating as many pumps and seals as are available.

[0164] If more than one sleeve was recommended, the system chooses thehigher number sleeve. As with the glands, a sleeve of higher priorityencompasses the modifications of a sleeve of a lower priority. Forexample a sleeve 3 includes modifications from sleeve 2 and sleeve 4includes modifications from 2 and 3. The system then sets the dimensiontype in area 230 of FIG. 11. If all dimensions are provided, the Aoption is selected. If only one dimension is blank, the B option isselected. If the add a pump path has been selected, or if two or moredimensions are blank, the C option is selected. If all dimensions areblank, the D option is selected. The dimension type is used to determinethe dimensions to be verified before the user can place an order.Variations to the compatibility analysis in FIG. 13 may be made toaccommodate various mechanical seals.

[0165] Having now described the compatibility analyzer, the sealspecifier will now be described. FIG. 14 represents a screen displayprovided by the system at step 67 (FIG. 3A). The user selects one of thefour different seal selection methods (icons 423-428 and 431-434) thenselects icon 430 to select the materials of construction.

[0166] If desired by the user, the seal model may be selected from adrop down menu for the seal currently being used in the actualequipment, in area 420. The system recommends a replacement seal whichreplaces the seal model currently being used to ensure the user receivesa quote which is comparable to the seal currently being used.

[0167] A competitive analysis may be initiated by selecting competitiveanalysis icon 421. The competitive analysis may be stored as a data fileor text which provides a description of the advantages and disadvantagesof the current seal model. This information may show a detailedcomparison between the seal model being used and the comparable sealmodel from another manufacturer.

[0168] Additionally, the user may initiate an internal analysis byselecting internal analysis icon 422. In one embodiment, the internalanalysis is private information which may be used, for example, bydistributors or manufacturers, and would normally not be distributed tothird parties. This information may show a detailed description of thecurrent seal model and may explain the differences between themanufacturer's product and the current seal model. It may containmarketing strategies or other information regarding selling of amanufacturer's seal for replacing the current seal model.

[0169] By selecting icon 429, the user may view and print any productbrochures for any seal model stored in the seal styles file. Thebrochures may contain graphics and a description of features of theseal, as well as dimensional information. If a distributor is using thesystem or has given the system to their customer, the distributor's logomay be displayed on the brochure. This addition of a logo allows thedistributor to create high quality product brochures for low cost forany seal models upon demand from the customer.

[0170] The user also may decode the part number of a current seal byselecting icon 437 shown on FIG. 14. The user may be presented a list ofseal manufacturers. After selecting the manufacturer, the system maypresent a series of drop down menus through which the part number of thecurrent seal may be created by the user. The system decodes the partnumber and shows the user the seal type, size, materials, and otherinformation on the current seal. Such a decoding system may display itsresults on the material selection screen (FIG. 15, section 446, which isdescribed below) enabling conversion from a current seal to a cartridgeseal or an in-kind replacement seal from another manufacturer.

[0171] Referring again to the seal selection portion of FIG. 14, thereare generally four ways to select a seal. In the first method, which isdescribed in connection with FIG. 16 and indicated as steps 68 and 72 onFIG. 3A, the user selects icon 423 on FIG. 14, in step 460, and inresponse is provided with a list of seals (step 461) from which the usermay select one seal model in step 462. After the user has selected amodel, the system then performs the compatibility analysis in step 463,as described above detailed in connection with FIG. 13, for the modelselected. The system is then displays the Materials of Constructionscreen, shown in FIG. 15, which is described below, where materialrecommendations are displayed or where the user may select materials.

[0172] In the second method, which is described now in connection withFIG. 17 and as indicated on FIG. 3A as step 70, the user selects icon424 on FIG. 14 in step 470. The system recommends, in step 471, either asingle or double mechanical seal for an application. A process fluidfile is maintained and contains a field called the o-ring seal (see FIG.18, 487). This field stores what the manufacturer has predetermined tobe the best type of seal, based on the characteristics of the processfluid. The coding system includes a number and a material code. Thenumber indicates the recommended seal type. For example, “1” indicates asingle cartridge seal; “2” indicates a double cartridge seal with apumping ring; and “3” indicates a bellows type seal. The material codesthen follow the seal type in the following format: the first letterindicates the recommendation for the metal, the second letter indicatesthe recommendation for the o-ring, the third letter indicates therecommendation for the inboard face, and the fourth letter, used onlyfor double seals, indicates the recommendation for the outboard face.The single seal does not require an outboard face and therefore does nothave a fourth letter designation. Other letter combinations may be usedfor other types of seals.

[0173] After the seal type is determined, the system checks the pumpdata file for the recommended model in step 472. The system checks theresults of the compatibility analyzer for the seal type and retrievesthe model recommended by that process. See FIG. 11, 210. Any models maybe programmed to be the recommended seal model for an application. Thisexample shows the 1: designation in the process fluid file,corresponding to the “Single −3000, 3001, 3005, 3400, 3700” field in thepump data file which corresponds to field 210, the 2: designation in theprocess fluid file, corresponding to the “Double −3220, 3225, 3221” inthe pump data file, etc. The system recommends the materials ofconstruction, and API plans as shown in step 74 of FIG. 3A, based on theinformation from FIG. 18, area 487.

[0174] In the third method, the system recommends a model based on thefamily selected by the user, as indicated on FIG. 3A as steps 69 and 73.Referring now to FIG. 19, the user selects one of the seal types in step500 by selecting one of the icons 425-428 or 431-433 in FIG. 14, towhich the system responds by recommending a seal/material combination(step 501). The system first checks the pump data file (FIG. 11, 210)for the model recommended for this seal type by the compatibilityanalyzer. After the model has been determined, the system in step 502refers to the predetermined field in the process fluid file thatcontains the material recommendation for the specific seal type. SeeFIG. 18, area 488. The system then creates the recommendations for thematerials of construction and API plans, based on the information fromthe process fluid file (step 74 of FIG. 3A). If the model field (FIG. 11area 210) in the pump data file does not have a value but has analternate seal type recommended in area 211 of FIG. 11, the user may beprompted to select the alternate seal style because the seal styleselected is not compatible with the characteristics of the process fluidthey are pumping. The same scenario can occur if the manufacturer hasnot made a recommendation for the seal type selected in the processfluid file. The system uses the alternate seal type recommended in area489 of FIG. 18.

[0175] In the fourth seal selection method, as indicated in FIG. 3A asstep 71, the user selects icon 434 in FIG. 14. See FIG. 20, step 510. Inresponse, the user is provided with a listing of component type seals toselect from in step 511. The user then may select a component type instep 512. The system then provides the user with a listing of the sizesavailable for the component type selected in step 513. The user thenselects the size in step 514. The system then performs a compatibilityanalysis, as described in FIG. 13 for the selected component type. Thesystem then presents to the user the materials of construction screen(FIG. 15) to select the materials in step 515.

[0176] Referring now to FIG. 18, a representation of a portion of theprocess fluids database is shown. The following information is a portionof the process fluid profile stored in the process fluid file. Area 480contains the process fluid name. Area 481 contains the concentrationrange for the process fluid. Some process fluids are listed many timesshowing the different concentration levels, because the concentrationlevel effects material compatibility and characteristics of the fluid.Area 482 contains the maximum temperature for the process fluid. Area483 contains API plans recommended by the manufacturer for single seals.Area 484 contains a specific heating and cooling plan recommended by themanufacturer for single seals. Area 485 contains API plans recommendedby the manufacturer for double seals. Area 486 contains a specificheating and cooling plan recommended by the manufacturer for doubleseals. Area 487 contains the manufacturer's recommended seal style andconstruction for this fluid. For example, if the recommendation beginswith a “1:,” a single seal is recommended. If the recommendation beginswith a “2:” a double seal is recommended.

[0177] Area 488 contains recommended materials of construction for theseal type shown above it. Area 489 contains an alternate seal type torecommend if the recommended seal type is not available in therecommended materials of construction. Area 490 contains the materialcompatibility rating for each of the metals used in mechanical seals.Area 491 contains the material compatibility rating for each of the facematerials used in mechanical seals. Area 492 contains the materialcompatibility rating for each of the o-ring materials used in mechanicalseals. Area 493 contains the viscosity rating. Area 494 contains theadditional information package number. Area 495 contains any notesdescribing the pertinent properties of this fluid. Other informationfields also may be provided.

[0178] After the seal has been selected, and the system has arecommended materials of construction, the user is presented a materialsof construction screen such as the one shown in FIG. 15. The systemdisplays the material choices which are available for the recommendedseal model or the seal model selected in the outer left hand column. Ifthe user has selected a path in which the system recommends thematerials, the system shows recommendations by highlighting the choicefor each of the components. The metals available are displayed in area440 and the recommendation is set by using the first letter in theprocess fluid code (from FIG. 18, area 487 or 488) for the chosenselection method. If a double seal was selected or recommended the useris presented with both the inboard and outboard faces available, atareas 442 and 443. If a recommendation for faces is provided, the systemuses the third letter of the recommendation from the process fluid file(FIG. 18 area 487 or 488) to recommend the inboard face and the fourthletter of the code from the process fluid file to recommend the outboardface. If a single seal was selected or recommended only area 442, theinboard faces, is displayed. The elastomers available for the seal modelselected or recommended are displayed in area 444, and therecommendation is set by the second letter of the process fluid code(FIG. 18, area 487 or 488) recommendation for the recommended seal type.The system also recommends an API plan in area 445. The system also atthis time may analyze the percentage of solids in the process fluid todetermine if special hard face materials are used for this application.If the user has entered a percentage of solids value, the systemrecommends the use of face material E or F. Based on a dissolvedpercentage of solids greater than 11% or a solid non-fibrous valueprovided, the system also may recommend the use of API plan 32 and 54.Area 441 in FIG. 15 provides the complete compatibility rating for eachof the materials available with the API Plans recommended for theprocess fluid, so that the user may determine if any other choice ofmaterials would be acceptable. The user, in step 75 of FIG. 3A, then mayselect or change the recommendations for the desired materials ofconstruction, API plans, and a heating and cooling plan.

[0179] In area 441, the user may select a different process fluid andmay view its material ratings, with the manufacturer's recommendedmaterials highlighted in this area to enable the system user to selectthe best materials for the application handling the situationsencountered. The secondary process fluid(s)' characteristics may differfrom the primary process fluid and may require different materialsoverriding the recommended materials of construction for the primaryprocess fluid and API plan choices, etc. This selection is especiallyuseful if more than one process fluid is used with the same seal/pumpcombination. The user may change any of the recommendations. Thisselection also allows the user to standardize the seals being purchased.If the same seal model and size is being used throughout the plant, theuser may view the various process fluids and determine if a standardseal construction is acceptable for all applications. Thisstandardization allows the user to stock fewer spare seals, as the spareseal may now be used for a variety of processes.

[0180] Area 446 displays the results from the cross reference sectionactivated earlier in FIG. 14, icon 437. These results allow the user toview the current seal's materials of construction and select an exactmatch to the current seal. Also, by comparing the results of the crossreference to the compatibility ratings in the center column “QuickReference,” in area 441, the user can determine if the original seal wassuitable for the process. This feature can help explain why some sealsmay have failed prematurely, and facilitates both the replacement ofexact in-kind seals with the same materials of construction and theconversion from another seal model by displaying the materials ofconstruction.

[0181] If a double cartridge seal has been selected, the systemautomatically prompts the user to select a barrier fluid. An example ofa screen by which such selection may be prompted is shown in FIG. 21.The listing in this screen includes common barrier fluids, and providesthe user with the temperature limitations and other information for eachfluid. This interface allows the user to select a barrier fluid in area520 which best suits the process which uses the seal. By displaying thetemperature limitations and the comments, the user may determine if theuse of the wrong barrier fluid may have been an issue in past sealfailures. This interface also accommodates gas barrier buffer systemsused with gas technology seals and may be expanded to accommodatevarious kinds of barrier fluids.

[0182] Referring again to FIG. 3B, in step 76, the system determineswhether a standard design fits the pump. This decision is based on theinformation in the pump data file obtained through the compatibilityanalyzer. If the compatibility analyzer has recommended modified orcustom components (where FIG. 11 area 212 or 213 has a value other than1), the system provides the user with two modification strategies.

[0183]FIG. 22 is a representation of the screen displayed by the systemfor the selection of a modification strategy. The user selects astrategy in area 525. In the first strategy, the user is given a quoteproposal based on a modified seal. The system prices the seal, adding aspecial part number and price. The system also displays drawings showingdetails of the modified seal along with the newly calculated dimensions.From this display the user may confirm that the new design fits theequipment. This part of the system replaces the timely engineeringprocess that currently is being used to design and quote modified seals.If upon receipt of the quote, the user does not wish to proceed with themodified seal, or would like to see the difference in the twostrategies, this screen may be displayed again and the user may selectthe alternate path. A user may discover that a modified seal is lesscostly than actually modifying equipment.

[0184] In the second strategy, the user is given a quote proposal basedupon a standard seal with standard drawings. The modification notesnecessary to modify the equipment are displayed below the seal drawings.If upon receipt of the quote, the user does not wish to proceed with theoption selected, this screen may be redisplayed and the user may selectthe alternate path. The user may discover that the cost of modifyingequipment is less costly than purchasing a modified seal every time theprocess is changed or the seal fails or to prevent costly plantdowntime. Both of these strategies will be described in more detailbelow in connection with FIG. 30.

[0185] Referring again to FIG. 3B, in step 78, the system displaysoptional features and additional products which are available for theseal model recommended or selected, and calculates recommendations basedupon the process fluid characteristics and the API plans selected. FIG.23 is a representation of an example screen displayed by the system.

[0186] Optional features are features that are internal to the seal.They are components which are built into the construction of the seal toincrease the seal life. The price for these optional features is addedto the price of the seal. Depending upon the path through the program,the system either recommends these features or allows the user to selectfeatures in area 530 and 534 of FIG. 23. The user may override anyselections recommended by the system. An example of some of the optionalfeatures which may be provided are the following.

[0187] Quench and drains may be recommended based upon the selection ofthe API Plan 62 or 96, etc. Pumping features are recommended based uponthe selection of API Plans 52 or 53, etc. Two piece stationary heads arerecommended based upon the manufacturer's classification entered intothe process fluid viscosity field (FIG. 18) or by the user entering aviscosity value greater than 2501 SSU for the fluid being used, etc.Gland features such as ID Pilot glands, OD Pilot glands and O-RingGroove glands also may selected directly in this area.

[0188] Additional products are used in connection with the seal toprovide the best sealing performance of the process fluid. Theseproducts are external to the seal and are listed as separate line itemson the quote form. These items may be purchased separate from the seal.

[0189] Depending upon the path through the program, the system eithermay recommend these products or may allow the user to select products inarea 533 of FIG. 23. The user has the ability to override any selectionsrecommended by the system. Examples of some of the additional productsthat may be provided are the following.

[0190] Throat bushings may be recommended by the system based upon theselection of API plans 32 or 99. For example, the system may recommendthe use of either a carbon or bronze throat bushing. The system firstchecks the material compatibility for carbon. If the rating for carbonis unacceptable, the system checks to determine if a bronze bushing isacceptable, or allows the user to select any material. Specialrecommendations are made for double seals. Based upon the combination ofthe double seal and the API plan selected, the system recommends acooling system for the application. If the convection tank coolingsystem can be used, the system recommends the size of the tank andcooling coils for the most efficient use. If the system determines theprocess cannot be cooled by the use of a convection tank, or if the userdoes not want to use a convection tank, then an alternate API plan isrecommended along with a flow meter which handles the fluid used forcooling the process in the seal chamber. The system also may recommendthe flow rate for providing the maximum cooling effect in the sealchamber with the minimum amount of water/barrier fluid used for anapplication.

[0191] Seal spare parts kits and factory repairs also may be quoted,enabling the user to predetermine the cost of the repairs and rebuildingthe seal being purchased. The user may select the kits at this time. Arepair kit may be selected without the purchase of the actual seal. Theuser may select these items in area 532 of FIG. 23.

[0192] Having now described in detail how the user obtains dimensionsand graphics of a seal, a profile of a selected seal, a pump profile andcompatibility results, the design center (28 in FIG. 2) will now bedescribed. As shown in step 79 of FIG. 3B, the design center designsseal components and auxiliary products. FIG. 24 is a flow diagramexplaining the functions of the design center. The design centercreates, draws and calculates dimensions for components (standard and/orspecial) and auxiliary products for an application. In step 549, it isdetermined if the item to be designed is a seal component or anauxiliary product. If the item is a seal component, processing continueswith step 550. If the item is an auxiliary product, processing continueswith step 563.

[0193] In step 550, the results of the compatibility analyzer are usedto determine if the component to be designed is standard or is customdesigned. For example, standard components have gland type 1 with nospecial gland features (see FIG. 11, area 212), sleeve type 1 (FIG. 11,area 213), and standard components (lock collars, holders, etc.). Ifcomponents are standard, processing continues with step 566. If a customcomponent is needed, processing continues with step 551.

[0194] In step 566, standard dimensions for each component are takenfrom the dimensional profile of the seal, and are stored in the sealstyles file. An example is shown in FIG. 29 which depicts a limitedrepresentation of a sleeve profile for one common seal type. Other sealcomponent profiles are stored in a similar manner and contain additionalfields for the dimensions pertinent to that component. Examplecomponents are glands, sleeves, lock collars, faces and holders. In step567, the graphic drawings for the component are selected from the sealstyles file. FIG. 25 is an example of a chart where graphics are storedfor retrieval. This form is representative in nature and only shows asmall portion of the graphics stored. The fields may be different fordifferent seal models. The system stores one or more graphics for eachseal component set up in a template form which enables each graphic tohandle a large number of different size seals with the dimensions beingretrieved or calculated and dropped into the predetermined field on thedrawings.

[0195] Each drawing type is called out by using a letter designation.For example: “A” drawings are gland drawings stored and used in both theproposal generator (e.g., for quote form, bill of materials anddimensional verification form) and the manufacturing center (e.g., formanufacturing prints and scheduling prints). “C” drawings are completeseal cutaway drawings with dimensional lines and o-ring numbers of aseal used in both the proposal generator (e.g., quote form, brochure andinstallation instructions) and the manufacturing center. “D” drawingsare complete seal cutaway drawings with no dimensional lines used onlyin the proposal generator (e.g., brochures). “F” drawings are completecutaway drawings with dimensional lines and component part numbers usedin the proposal generator, (e.g., for bills of materials).

[0196] Each letter designation is then divided into differentcategories, such as standard, standard bar stock and special designs, toaccommodate different design variations when the component is producedfrom different material types.

[0197] In one embodiment, in order for the system to determine whichdrawing should be displayed, a chart may be input into the sealdimensional file which indicates which graphic pertains to the correctseal model/size combination for each category. FIG. 25 is an example ofone such chart.

[0198] For standard components, the system first determines whichmaterial for the seal was selected or recommended by the seal specifierand determines if the standard or standard bar stock graphics should beused. In this example, standard castings are in stainless steel andalloy 20 and thus the standard graphics are taken from area 590 of FIG.25. If the seal selected uses a different metal, the component is madefrom bar stock and the standard bar stock drawings are used, asindicated in section 591 of FIG. 25.

[0199] In step 568, the results of steps 566 and 567 are combined tocreate a standard engineering print for each component with dimensions.These prints are used for engineering review before parts aremanufactured in the manufacturing center. The manufacturing prints thenare electronically stored.

[0200] In step 569, the component drawings created for the seal arecombined. The complete seal drawings (from FIG. 25 area 590 or 591depending upon the materials) are taken with and without dimensions tobe used by each of the output forms.

[0201] In step 570, the component drawings created are combined toproduce manufacturing prints for each stage of the manufacturing processshowing different views of each component which are viewed by amachinist to produce the part. These graphics are stored and retrievedin a similar fashion to those graphics discussed previously in FIG. 25.

[0202] If the components to be designed are not standard, as determinedin step 550, processing continues with step 551. For this example,components are classified as glands, sleeves and other components, etc.In step 551, it is determined which components are to be designed. If instep 551, it is determined that a gland is to be designed, processingcontinues with step 552.

[0203] In step 552, it is determined what type of stock is needed tomanufacture the special gland. Special glands may be manufactured fromat least three types of stock. The first type is a gland made bymodifying a finished casted gland. This type uses a finished gland frominventory and modifies it slightly. This gland is created when thecompatibility analyzer has recommended a gland type 12 with no specialgland features. (See FIG. 11, 212).

[0204] The second type of gland is made from a standard raw casting.This type uses the same raw casting as a standard gland, but inserts thespecial gland features if selected by the user in FIG. 10 area 183, orFIG. 23 area 534. This gland type is used when the compatibilityanalyzer has recommended a gland type 1 or 12 (See FIG. 11, 212) and theuser has selected one or more of the special gland features.

[0205] The third type of stock is a casted blank or bar stock. This typeof gland is created from scratch. Each step and dimension is custom tothe application. This gland is created when the compatibility analyzerrecommended a gland type other than 1 or 12, or when a special designgland is to be used. An example gland is a gland with scallop. Scallopsreduce the thickness of the seal gland in the area of the gland boltslots or holes to accommodate short bolt/stud extension lengths andshort distance to first obstruction from the face of the pump stuffingbox.

[0206] The design center creates a worksheet to compile the data used tocalculate the dimensions for a modified/special custom seal. An exampleof one such worksheet is shown in FIG. 26. FIG. 26 contains the resultsof the compatibility analyzer in area 600, the reason for themodification in area 601, the dimensions affected in area 602, thestandard dimensions in area 603 and the modified dimensions in area 604.Area 606 displays the gland type and area 607 displays the sleeve type.Area 605 shows design problems. Areas 610 displays verification notesdetermined from the compatibility analyzer. Area 611 shows “N”modification notes determined by the compatibility analyzer. Areas 608and 609 display notes generated by the compatibility analyzer.

[0207] If in step 552, it is determined that the gland should be madefrom modifying a finished gland, processing continues with step 554. Instep 554, the system refers to the worksheet (FIG. 26) to determinewhich of the dimensions are to be modified. An example of some of themodifications which may be made to the standard gland follows. Thisexample is only representative in nature and variations may occur basedupon the seal model selected/recommended.

[0208] If slot 505C in FIG. 26 has a value in column 600, the systemcalculates the three dimensions affected. The L1 and L3 dimensions usethe standard L1 and L3 dimension from FIG. 12 area 254 and 263, and addsthe negative value of the 505C. The negative value is subtracted fromthe standard L2 dimension (FIG. 12, area 253). If slot 508C has a valuein column 600, the “S” dimension is replaced with the “S” dimension fromthe chart in FIG. 27, area 624 which corresponds with the bolting sizeof the pump.

[0209] If slot 509C has a value in column 600, the Special Slot IDgraphic appears. The Slot ID dimension is calculated as follows:

[0210] bolt circle−(bolting size+slot clearance), where the bolt circleand bolting size dimensions are from FIG. 10, areas 191 and 189, and theslot clearance, is from FIG. 27, area 625.

[0211] If slot 511C has a value in column 600, the scallop shroudgraphic appears and the following calculations are made:

[0212] bolt circle−(hex nut head shroud clearance+0.010)=special shroudID

[0213] The bolt circle dimension is from FIG. 10, area 191 and the hexnut head shroud clearance dimension is from FIG. 27, area 623.

[0214] If the difference between the special shroud ID and the outsideinternal obstruction (from FIG. 12, area 279) is greater than zero, aheavy hex nut and the special shroud ID value are used. If thisdifference is less than zero, then the ID of the shroud hex nut is:

[0215] Bolt Circle−(Hex Nut Maximum Width Across Corners+0.010).

[0216] The Bolt Circle dimension is from FIG. 10, area 191, and the hexnut maximum width across corners is from FIG. 27, area 620.

[0217] If the difference between the ID of the shroud hex nut and theoutside internal obstruction (from FIG. 12, area 279) is greater thanzero, a hex nut and the ID Shroud Hex Nut value are used. If thisdifference is less than zero, the ID of the shroud cap screw is: boltcircle−(cap screw head diameter+0.010), where the bolt circle is fromFIG. 10, area 191 and the cap screw head diameter is from FIG. 27, area622.

[0218] If the difference between the ID of the shroud cap screw and theoutside internal obstruction (from FIG. 12, area 279) is greater thanzero, a socket head cap screw and the ID of the shroud cap screw valueare used. If this difference is less than zero, then “*” and thenegative value from the ID Shroud Cap Screw are printed.

[0219] If slot 516C has a value in column 600, the modified D3 dimensionis calculated as follows: [Gland OD+(516C value−0.250)], where the GlandOD value is taken from FIG. 12, area 260.

[0220] After computing these changes, processing then continues withstep 555 where the system pulls detail drawings, and processingcontinues with step 556.

[0221] In step 556, the special gland design print with dimensions iscreated, using the standard “A” graphics (from FIG. 25 area 590 and 591,depending upon the material). In step 569 the standard component drawingand the detail drawings as determined from the above calculations (step554) are combined, and also the complete seal drawings with the detaildrawings (from FIG. 25 area 590 or 591 depending upon the materials)with and without dimensions, are pulled to be used by the output formsare retrieved.

[0222] In step 570, the component drawings created and the detaildrawings are combined to produce manufacturing prints for each stage ofthe manufacturing process showing different views of each componentwhich are viewed by a machinist to produce the part.

[0223] If, in step 552, it is determined that a casted blank or barstock is used, processing continues with step 553. In step 553, thedimensions for a special gland are calculated. Below is one example of apopular special gland which may be created using this method. Variationsmay be made to this process to accommodate any special gland designs.

[0224] For this example, a Gland 9 made from bar stock or a blankcasting is designed. Each dimension is calculated because the piece isbeing created from scratch. Each dimension is calculated individuallybased upon the pump/process combination to ensure the seal is a directfit for the application. Dimensions are calculated as follows:

[0225] D3 dimension: bolt circles+hex head shroud clearance=D3, wherethe bolt circle value is from FIG. 10, area 191 and the hex head shroudclearance value is from FIG. 27, area 623.

[0226] Slot ID Value: bolt circles−(bolting size+slot clearance)=SlotID, where the bolt circles value is from FIG. 10, area 191, the boltingsize value is from FIG. 10, area 189, and the slot clearance value isfrom FIG. 27, area 625.

[0227] The Counterbore Gasket OD Dimension is computed according to the“N” ID Pilot value. If “N” ID Pilot has a value, ID Pilot+GasketSurface=Counterbore Gasket OD, where the ID Pilot value is from FIG. 10,area 196 and the Gasket Surface value is from FIG. 27, area 626. If “N”ID Pilot is blank or N/A, then “C” Box Bore+Gasket Surface=CounterboreGasket OD, where the Box Bore value is from FIG. 10, area 184 and theGasket Surface value is from FIG. 27, area 626.

[0228] The Counterbore Gasket OD dimension is then checked by computing:Slot ID−(Actual Gasket OD−0.050), where the Slot ID value is from FIG.12, area 272, and the Actual Gasket OD value is from FIG. 12, area 274.If this result is positive, the counterbore gasket OD dimensioncalculated above is used. If this result is negative, the Slot IDbecomes the Counterbore Gasket OD. Then the following computation isperformed:

[0229] Actual Slot ID−(ID Pilot if has a value, or Bore if ID Pilot wasN/A or blank)/2,

[0230] where the Actual Slot ID value is from FIG. 12, area 272, the IDPilot value is from FIG. 10, area 196, and the Box Bore value is fromFIG. 10, area 184. For seal sizes 1.000-2.500,″ if the result is lessthan 0.105, the Counterbore Gasket OD is replaced with “*,” the resultof this calculation and Gask/Side. For seal sizes 1.000-2.500″, if theresult is greater than or equal to 0.105, the Actual Slot ID Value isused. For seal sizes 2.501-5.000″, if the result is less than 0.170, theCounterbore Gasket OD is replaced with “*,” the result of thiscalculation and Gask/Side. For seal sizes 2.501-5.000″, if the result isgreater than or equal to 0.170, the Actual Slot ID Value is used.

[0231] The Slot/Hole Width, “S” Dimension is obtained from FIG. 27, area624.

[0232] The L1, L2, and L3 dimensions are determined in the followingmanner:

[0233] If slot 505C has value in column 600 of FIG. 26, these dimensionsare calculated as follows:

[0234] L1 dimension=Outside Length (from FIG. 12 area 254)+Special505C;

[0235] L2 dimension=Inside Length (from FIG. 12 area 253)−Special505C;and

[0236] L3 dimension=Bar Gland Length (from FIG. 12 area261)+Special505C.

[0237] If slot 505C does not have a value in column 600, the standard L1dimension from FIG. 12, area 254 and the standard L2 dimension from FIG.12, area 253 are used, and the Bar Gland Length dimension from FIG. 12,area 264 is used for the L3 dimension.

[0238] The Modified Shroud Value is computed from:

[0239] (bolt circles−hex nut head maximum width across corners)−barshroud OD,

[0240] where the bolt circles value is from FIG. 10, area 191, the hexnut head maximum width across corners value is from FIG. 27, area 620,and the bar shroud OD value is from FIG. 12, area 276. If this result ispositive, no graphic is needed. If this result is negative, the ScallopShroud Graphic is displayed and the following calculations areperformed:

[0241] bolt circle−(hex nut head shroud clearance+0.010)=ID Shroud,where the bolt circle value is from FIG. 10, area 191, and the hex nuthead shroud clearance value is from FIG. 27, area 623.

[0242] The difference between ID Shroud and the outside internalobstruction (from FIG. 12, area 279) is calculated. If this differenceis greater than zero, then print “Heavy Hex Nut” and the ID Shroudvalue. Otherwise, if the result is less than zero, then:

[0243] bolt circle−(hex nut width across corners+0.010)=ID Shroud HexNut, where the bolt circle value is from FIG. 10, area 191, and the hexnut width across corners value is from FIG. 27, area 620. The differencebetween the ID Shroud Hex Nut and the Outside Internal Obstruction (fromFIG. 12, area 279) is then calculated. If the result is greater thanzero, then print “Hex Nut” and the ID Shroud Hex Nut value. Otherwise,if the result is less than zero, then:

[0244] Bolt Circle−(Cap Screw Head Diameter+0.010)=ID Shroud Cap Screw,

[0245] where the Bolt Circle value is from FIG. 10, area 191, and theCap Screw Head Diameter value is from FIG. 27, area 622.

[0246] The difference between the ID Shroud Cap Screw and the OutsideInternal Obstruction (from FIG. 12, area 279) is then calculated. Ifthis difference is greater than zero, then print “Socket Head Cap Screw”and the ID Shroud Cap Screw value. Otherwise, if the result is less thanzero, then print “*” and the negative value from the ID Shroud CapScrew.

[0247] The D3 Dimension is then checked. If slot 516C has a value incolumn 600 of FIG. 26, the new “D3” Gland OD calculated above iscompared to the Maximum Gland OD from FIG. 10, area 195. If the new “D3”Gland OD is larger, the D3 dimension is replaced with an asterisk andthe negative value.

[0248] If slot 504C has a value in column 600 of FIG. 26, then thefollowing changes to the standard L1, L2, and L3 dimensions are made:

[0249] L1 dimension Outside Length (from FIG. 12 area 254)−Special504C;

[0250] L2 dimension=Inside Length (from FIG. 12 area 253)+Special504C;and L3 dimension=Bar Gland Length (from FIG. 12 area 264)−Special504C.

[0251] The D2 Dimension has a minimum value taken from a standard chartfor the model/size combination. The maximum value may remain blank.Minimum bolting information may remain blank.

[0252] After the dimensions are calculated, processing continues withstep 555 in FIG. 24. In step 555, the bar stock drawings are retrievedas indicated from FIG. 25. Based on the gland type recommended by thecompatibility analysis or selected by the user, the “A” gland graphic istaken from either area 591 or 592 of FIG. 25. If the gland type is 9,the “A” gland graphics is taken from area 591. If any other gland typeis present the “A” gland graphics takes the corresponding gland numbergraphic from area 592. Special details drawings may be shown based onthe calculations in step 553.

[0253] In step 556, the dimensions calculated in step 553 and thedrawings from step 555 may be combined into a special gland design printto be used for engineering checks before parts are manufactured in themanufacturing center. The component manufacturing prints then may beelectronically stored.

[0254] In step 569, the casted blank or bar stock gland drawings and thespecial detail drawings as determined from the above calculations (step555) are combined. The seal drawings with the special detail drawingsare taken from FIG. 25 area 591 drawings “C,” “D,” and “F,” if the glandtype recommended or selected was gland type 9 or area 592 drawings“Special C,” “Special D,” and “Special F” if any other special glandtype was recommended by the compatibility analyzer or selected by theuser. The drawings may be with and without dimensions to be used by eachof the various output forms discussed above.

[0255] In step 570 each component drawing created and the special detaildrawings are combined to produce manufacturing prints for each stage ofthe manufacturing process showing different views of each componentwhich are viewed by a machinist to produce the part. An example of amanufacturing print is shown in FIG. 28.

[0256] If in step 552, it is determined that a raw gland casting is tobe used, processing continues with step 571. In step 571, the dimensionsfor the selected special gland features are calculated. The balance ofthe dimensions are taken from the standard dimensional charts for astandard seal. Processing then continues with step 555, where thestandard gland drawings are selected, in the same manner as in step 567.In step 556, a design print is created using the dimensions calculatedand the graphics selected for engineering review before parts aremanufactured in the manufacturing center. The component manufacturingprints are then electronically stored. Steps 569 and 570 are performedin the same manner as described above.

[0257] If the result of step 551 is the manufacturing of a specialsleeve design, processing continues with step 557. In step 557, eachdimension for the sleeve is calculated individually based upon the pumpdimensions to ensure an exact fit for the application. Various specialsleeve designs may be accommodated. For example, a straight sleeve withnon-standard ID, hook sleeve, step sleeve, sleeve extensions, specialsleeve designs, special ID sleeves, sleeves with extra drive set screws,may be accommodated. The standard sleeve dimensions are stored as partof the seal dimensional profile in the seal styles file.

[0258] An example of some of the sleeve dimensions used in one of themore popular sleeve types is found in FIG. 29. Other dimensions notshown also may be included in the seal dimensional profile and are usedfor other sleeve types. In FIG. 29, the sleeve large OD is in area 630.Sleeve # 1 o-ring OD is in area 631. Sleeve ID is in area 632. SleeveRotary Head Step 1D is in area 634. Sleeve smaller OD is in area 633.Sleeve # 2 o-ring OD is in area 635. Sleeve snap ring OD is in area 636.Sleeve pumping feature OD is in area 637. Sleeve pumping feature undercut is in area 638.

[0259] If the compatibility analyzer has recommended a sleeve type 2(FIG. 11 area 213) the following steps are performed. Sleeve type 2 is apopular sleeve type created when a nonstandard shaft or sleeve size isused. For this sleeve type, two dimensions are calculated to accommodatethe special shaft sleeve size, which are calculated as follows.

[0260] Dimension 1: If the shaft/sleeve size is less than 2.250, takethe shaft/sleeve size+0.002. If the shaft/sleeve size is greater than orequal to 2.250, take the shaft/sleeve size+0.003.

[0261] Dimension 2 is calculated by subtracting the seal size fromdimension 1 and then adding the sleeve #1 o-ring OD (from FIG. 29, area631).

[0262] If the compatibility analyzer has recommended a sleeve type 3 or4 (FIG. 11 area 213) or if the user has selected a type 3 or 4, thedesign center calculates the dimensions as follows. Sleeve types 3 and 4are similar to sleeve type 2. They use the two dimensions calculatedfrom sleeve type 2, and a third dimension calculated.

[0263] Dimension 3: If the shaft/sleeve size is less than 2.250, takethe shaft seal size+0.002. If the shaft/sleeve size is greater than orequal to 2.250, take the shaft seal size+0.003.

[0264] Other sleeve types may be calculated in a similar manner.

[0265] With the dimensions calculated, processing continues with step558. In step 558, the sleeve drawings stored in the seal styles file areselected in the same manner as the gland drawings.

[0266] In step 559, the dimensions obtained from step 557 and thedrawings selected from step 558 are combined to create a sleeve designprint for engineering review before parts are manufactured in themanufacturing center. Component manufacturing prints are electronicallystored. Steps 569 and 570 are performed in the same manner discussedabove.

[0267] If the result of step 551 is to manufacture special components,such as, stationary face holders, faces, lock collars and adapter platesused in or with a mechanical seal processing continues with step 560. Instep 560, dimensions are calculated in a manner similar to steps 553 and554 for glands, and step 557 for sleeves. In step 561 graphics areselected in the same manner as in steps 558 (for sleeves) and 555 (forglands). In step 562 special components design prints with dimensionsare created for engineer review before parts are manufactured in themanufacturing center. The component manufacturing prints are thenelectronically stored. Steps 569 and 570 are performed in the samemanner as discussed above.

[0268] An example of a seal component that may be designed by the designcenter is a special seal face design.

[0269] Some applications in industries such as petroleum refining,petrochemical and power generation, use a special seal face balance toaccommodate factors of low specific gravity, high vapor pressure andhigher pressure/velocity conditions. The system may calculate seal facebalance geometry and designs special seal faces (with and withoutholders) to accommodate the application.

[0270] If in step 549 it is determined that an auxiliary product is tobe designed, processing continues with step 563. In step 563, the systemcalculates dimensions for the auxiliary product, and in step 564 thesystem selects an appropriate graphic. In step 565 two design prints arecreated: one for internal use, showing customer information, pump andseal information, and the other for external use, for sending to anoutside vendor for manufacture if the auxiliary product is notmanufactured internally. This print may have only the graphic withdimensions, removing information a manufacturer would not want toprovide to a third party. An example of each print is shown found inFIGS. 31 and 32. FIG. 31 represents the internal design print. FIG. 32represents the external design print.

[0271] If a throat bushing (solid or split design) was recommended orselected by the user, the design center automatically calculates thedimensions, and draws the bushing manufacturing print so that thiscustom piece can be manufactured without the aid of anengineering/design department. Bushing types (with different shaftclearances) may be provided to accommodate operating conditions and flowrequirements. The following is one example of a throat bushing that canbe designed in the design center. The bushing length, o-ring groove, ODclearance and ID clearance are predetermined based on the seal size ofthe seal. Dimensional information stored in the pump data file also maybe retrieved to provide engineered designs on an application byapplication basis. For example, a seal with a size of less than 2.125has a length of 0.427, an o-ring groove of 0.156, OD clearance of 0.010,and an ID clearance of 0.012. The actual manufacturing dimensions may becalculated as follows:

[0272] Dimension A=(Length−O-ring groove)/2+o-ring groove

[0273] Dimension B=Seal size+ID clearance

[0274] Dimension C=Bore of Pump−OD clearance

[0275] Dimension D=Bore−0.226.

[0276] Steps 569 and 570 are performed in the same manner as discussedabove.

[0277] A special part number may be created for each of themodified/custom (non-standard) component and auxiliary product. The partnumber is created to refer back to the pump it fits. An example of apart number follows. The first three digits reflect the component orauxiliary type. For example, 100=glands, 400=sleeves, and 160=throatbushings. The next four digits are the seal model number. For example,3000, 3001, 3200, 3220. The next four digits select the pump recordnumber. The last digit is a letter code reflecting the material needed.For example, a gland created to fit pump # 1594 in alloy 20 for a sealmodel 3220 would have as its part number: 10032201594A. The partnumbering system of the design center accommodates all items (standard,specials, etc.) and is fully integrated into the system to provideseamless computerized interface between the seal specifier,compatibility analyzer, design center, manufacturing center, proposalgenerator, purchasing, and order entry/processing.

[0278] The design center outputs a quote proposal, as indicated in step80 of FIG. 3B, in response to the seal selection process defined above.The quote proposal may be generated in several different forms,depending upon the use. In general, the quote proposal includesinformation for the user and the customer providing a complete sealingsolution. Each of FIGS. 30A and 30B is a view of a portion of an examplestandard proposal automatically generated by the system. Each of theblocks shown is discussed in detail below.

[0279] The quote identification number is a unique number assignedautomatically for each quote generated. This quote number acts as anelectronic retrieval reference number for all quotes, creating ahistorical file. The customer's contact information, such as the name,address, phone number and fax number, may be displayed using theinformation stored in the customer information file. The distributor ormanufacturer's logo stored in the customer information file may bedisplayed providing customized output forms for themanufacturer/resaler. The distributor or manufacturer's contactinformation, such as the name, address, phone and fax numbers, also maybe displayed.

[0280] The equipment specification section displays pump informationbased on the pump model selected by the user. The operatingspecifications section displays the primary process fluid, and anysecondary or other process fluid, selected by the user along with theoperating conditions provided by the user. The seal information sectionprovides the part number of the seal selected or recommended along witha description and gland features of the seal. The seal constructionsection provides the materials of construction for the mechanical sealrecommended or selected.

[0281] The seal dimensional information section includes dimensionalinformation for a seal in a template graphic system. Depending upon themodification strategy selected by the user, the system may display theseal graphics with dimensions. If a standard seal was recommended, orthe user selected to modify the equipment, the standard drawings withdimensions supplied by the design center may be displayed. If a modifiedseal was recommended, the system may display modified or custom sealdrawings including detail drawings with dimensions.

[0282] The engineering specifications section includes notes generatedby the compatibility analysis, such as shown in FIG. 11, areas 214 and215, depending upon the modification strategy and seal typeselected/recommended for the pump selected, such as modifications toequipment and verification notes.

[0283] The environmental controls section shows the graphic of the APIplans and Heating and Cooling plan stored in the process fluid file asselected by the user or recommended by the system as shown in FIG. 18,areas 480-486.

[0284] The process fluid section displays notes associated with theprocess fluid selected, stored in the process fluid file (FIG. 18, area495) which provide the user with valuable process fluid information.

[0285] The additional information section provides the user withwarnings, such as when temperature, concentration, viscosity, shaftspeed, box pressure, etc., are not entered by the user or if the systemdetermines the value entered has exceeded the established limits for theseal or the materials of construction selected or recommended by thesystem. Such limitations are stored in the seal styles file for eachseal model. The system also may analyze the pressure/velocity bycomparing box pressure, seal size and shaft speed to determine if thepressure/velocity is acceptable for the application. If the user did notprovide a box pressure, the system automatically calculates it basedupon the suction and discharge pressure provided.

[0286] This system also may provide the customer with an alternate sealwhen the limitations of the seal or materials originally selected orrecommended have been exceeded. The user also may be instructed by thesystem to consult the factory for more information before ordering theseal that was recommended, when an application cannot be handled by theseal styles offered by a given manufacturer.

[0287] The order information section provides pricing information formechanical seals, optional features included in the seal and additionalproducts with part numbers, description and list pricing including anyapplicable discounts obtained from the customer database. The user alsomay change the quantity of each item. The reference number also providesa link to the pump data file for identification of the pump/equipmentbeing used. A database version number and seal version number also maybe placed on the quote form for tracking.

[0288] The user now has information for quotation, enabling the factoryto use electronic order processing. Another output form may be used toenable the user to obtain a quote proposal with the information listedabove with the exception of pricing information. The proposal may beuseful, for example, for maintenance and engineering files to supply theuser with valuable information without providing pricing informationwhich may become outdated.

[0289] A bill of materials and engineering drawings may be printed outor displayed, as shown in FIG. 33. The bill of materials is a definitionof details for the application. This sheet includes information on thepump, process fluid, operating conditions, the seal selected, itsmaterials of constructions, and detailed drawings, etc. There are twoversions of the bill of materials. The first version may be, forexample, for resalers and end users. This version provides informationregarding the seal, the pump, and the operating conditions, but does notcontain pump dimensions. The second version contains information fromthe first version and the pump dimensions. This version may be used forinternal purposes, for example.

[0290] The bill of materials sheet is divided into areas, each of whichdetails one aspect of the application. The upper left hand corner of thepage includes a listing of the materials of construction for the seal.This listing provides any customer with the identification of eachcomponent part by description, material and part numbers, forverification of the materials of the seal as ordered to preventmisapplication of the seal and for future reordering.

[0291] A front view of the gland and a bolting information chart isincluded to provide a customer with dimensions for fitting the sealgland to the pump bolting. This view assists the user to preventmisinstallation of the seal and to show features, such as flush ports,quench and drain, etc., for proper piping and installation.

[0292] A side view of the seal provides an actual representation of theseal construction with the dimensions which verify the seal fits theequipment and clearly identifies each part by a number which is showniri the materials of construction chart to verify proper materials ofconstruction. Special details shown in the right hand column, such asshaft/sleeve extensions, pilot details, slot ID details, modified shrouddetail, etc., provide a clear illustration of each detail withdimensions to verify the seal fits the equipment. Equipmentmodifications, notes and equipment verifications advise the customerabout the equipment to ensure proper adaptability of the seal.

[0293] Additional notes may be provided to advise the customer of anyapplication related factors that were not considered in the sealselection, recommendation and quotation construction process to ensureoptimum seal performance life. The customer information section displaysinformation such as the customer name, address, phone and fax numbers toverify correctness of the customer's identification.

[0294] The operating conditions section displays the process fluid andfactors used in the selection/recommendation and quotation process forverification purposes to prevent misapplication of the seal. Thechemical characteristic section provides the customer with informationrelated to safety and to maintain system conditions which achievemaximum seal performance life. The environmental control sectionprovides recommendations for piping plan systems which control theenvironment the seal is exposed to resulting in maximized sealperformance life.

[0295] The seal information section provides the customer with aquotation number and complete seal part coding with special componentpart identification for future reordering or for verification oforiginal data provided to construct the original quotation and for thecustomer's records. The equipment information section providesidentification of the equipment by manufacturer, model, frame/group withbore type, equipment type and the customer's equipment tag, which verifythe correctness of the equipment used to select the seal and for thecustomer's records. When double seals are used, the barrier fluid isidentified for the customer to verify and ensure proper operation of theseal system.

[0296] A legend section may be used to display a manufacturer's logo,and contact information such as phone, fax and e-mail numbers.

[0297] As another option, an order form may be printed, as shown in FIG.34. The order form of FIG. 34 is automatically generated by the sealselection system allowing a user to order the seal directly from themanufacturer. This form contains information used by a purchasingdepartment to process an order. This form may be faxed, orelectronically transmitted directly to the manufacturer or distributorfor electronic ordering processing. Graphics, dimensions, notes orwarnings may be eliminated from this form. The bill to informationsection of the quote form displays the specific customer location,address and quotation number for an invoice procedure and expediting theinvoice payments. The ship to section displays the customerlocation/address to ensure proper delivery and receipt of the seal toprevent costly delays. The body of the quotation displays the purchaseorder number and shipping method to ensure proper order processing,invoicing and delivery of the seal. The items quoted are displayed withthe quantities, part numbers and descriptions with pricing and deliverytime frame. Other seal features and construction details providedescription of special features and materials of major parts to clarifythe seal part code. The distributor information may include address,other contact information and a logo.

[0298] A dimension verification form, as shown in FIG. 35, may be usedto verify pump dimensions and to confirm that a pump has not beenpreviously modified. The user also may use this form to confirm that aseal fits in the pump/equipment. For special seal designs, etc., theform acts as an approval form where the user may be asked to sign theform to confirm that the information on the form is correct, and thatthe user agrees the seal fits the equipment profiled and approves theseal design for order entry/processing. Another use of this form is thatit allows the manufacturer to update new equipment profiles into thepump database as it contains equipment profile information.

[0299] This form may be used to educate field personnel enabling anyoneto obtain and analyze dimensions from the pump/equipment and verify theseal fits the pump. The user then may visually check the pump dimensionsto confirm the seal fits, for example, by using special help screens. Ifthe user changes or adds a dimension, the compatibility analyzer may bere-executed and an updated accurate quote based on the new informationmay be generated. The dimension verification form may instruct the userto complete the verification and allows an electronic transmittal to amanufacturer along with the Order Form when an order is placed, ensuringthat no errors result, and eliminating the need for dialogue. As withthe bill of materials, there may be two versions of this form. Oneversion may have equipment dimensions, for example for the OEM users andfor internal purposes. The other version may be without equipmentdimensions, for example, for use by resellers and end-users when themanufacturer does not wish to disclose proprietary dimensionalinformation. On both versions, the user may be asked depending upon theequipment profile to confirm the equipment dimensions by measuring theequipment, inserting the dimensions on the worksheet and verifying thatthe seal fits the equipment. When dimensions are questionable or missingin the pump database, the system user may be asked to verify or obtainthe dimensions, by inserting the word “verify” under each dimensionwhich is not stored in the equipment profile. This information isactivated by using the verification notes generated by the compatibilityanalyzer and stored in FIG. 11 area 214 and 215.

[0300] Thc user also may be asked to verify dimensions based on thedimension type selected in FIG. 11 area 230. If type A was selected bythe system, no verification was needed. If type B was selected by thesystem, the one dimension may be verified for example by using helpscreens. If type C or D was selected, dimensions are verified andsupplied to the manufacturer. This process enables the equipmentinformation stored in the pump data file to be updated.

[0301] The dimensional verification form is divided into sections. Eachsection contains specific information relating to each area of theapplication.

[0302] The quote information section displays the quotation number anddate constructed. The seal part code and selected/recommended featuresare shown with style numbers along with the gland and sleeve typeselected/recommended. The customer information section displays customername, location, address with contact numbers. The resaler informationsection displays the resaler name, location/address with contactnumbers. The equipment details section displays the equipmentidentification by manufacturer, model, frame/group, bore type, sleevetype and pump sizes.

[0303] The operating conditions section provides process fluididentification and characteristics, such as temperature, specificgravity, viscosity, concentration, percentage of solids, etc., and otheroperating conditions related to the equipment design, such as shaftspeed, box pressure, suction pressure, and discharge pressure.

[0304] The equipment information section provides clarification ofpossible equipment modification for the proper design of the seal and amethod used to obtain the equipment dimensions.

[0305] The equipment drawing provides a cross-sectional view withdimensional lines for positive visual identification of dimensions fordesign engineering of any seal model and corresponds to the analysissection for equipment dimensions. The seal drawing section provides across sectional view with dimensional lines and dimension designations,which corresponds to each dimension in the seal dimension section. Thespecial details section displays special design details with dimensions,which corresponds to the equipment dimensions provided on thedimensional verification form.

[0306] The second set of seal drawings displays the front view of thegland design and any features with dimensions to verify that the sealfits the equipment per the dimensions shown in the equipment dimensionsection. The second equipment drawing section provides a front view ofthe equipment with an orientation to the equipment bolting pattern. Thebolting section displays the minimum bolt circle by stud/bolt size andslot width which allows the user to analyze the adaptability to theexisting bolting dimensions provided below.

[0307] The seal dimensions section displays the seal dimensions for theseal model selected and allows the user to make a visual/engineeringanalysis to the actual equipment dimensions. A series of helpbuttons/screens are accessible enabling any user to identify, obtain andanalyze the data using scientific methodologies. The equipmentdimensions section displays dimensions stored in the pump data file orinput by the user in the “Add a Pump” path for the equipment andindicates dimensions to be verified.

[0308] The graphics displayed on this form correspond directly to theseal model, gland type, sleeve type and equipment type based on theequipment profile and the results of the compatibility analyzer storedin the pump database file.

[0309] The Plant Standardization Survey, shown in FIG. 36, stores quoteinformation for a particular customer. This survey is compiled fromquotes generated for a specific customer. This information be sorted inmany ways, such as by quote number, seal part number, pump manufactureror equipment tag. This form tracks how many of what style seal are inuse at the customer's plant. It also allows the user to standardize thematerials of construction while allowing the consolidation of sealdesigns to be purchased. This form also may be used as a search engineby the user and the customer to retrieve any quote or output forms for aplant application.

[0310] The plant standardization survey displays columns of pertinentdata such as the customer name, quote identification number and pumpsystem identification number, equipment tag or serial number, pumpmanufacturer name, model and frame/group, pump size, bore type, shaftspeed, seal model number, seal size, seal part code with specialfeatures, etc. This data allows the user to verify the data involvedwith duplication of the existing seal and equipment, which consolidatesthe number of seal models used in the plant. The user may sort thisinformation by, for example, pump manufacturer, quote number, seal partnumber, or equipment tag number. This sorting capability provides fordisplay for groupings of the same pumps/equipment, or seals by partnumber providing the system user with the ability to optimize the use ofstandardized seal designs for identical pieces of equipment.

[0311] The user may print bills of materials, quotations and the surveyform currently displayed. This capability provides output forms forphysical file records or use by plant maintenance or engineeringpersonnel for verification or new purchase order placement or whencomputer systems are not available in that location. The system alsoallows the user to select a new customer by selecting the “Select NewCustomer” icon. This capability provides the manufacturer or resalerwith the ability to display a new plant standardization form for anyother customer in the system. A seal maintenance history survey also maybe provided to analyze seal life for a given application.

[0312] Having now described the various outputs of the design center,referring again to FIG. 3B, in step 81, the order entry departmentexports the quote to an accounting package for processing. The quotedetails also may be sent to the manufacturing center (step 82) forproduction. In step 82 of FIG. 3B the manufacturing center uses thegraphics and dimensions created by the design center to manufacture theitem.

[0313]FIG. 37 is a flowchart describing the process performed by themanufacturing center part of the system. In step 649, it is determinedwhether the components to be manufactured are part of the seal or ifthey are auxiliary products. If it is determined that seal componentsare to be manufactured, processing continues with step 650. In step 650,it is determined what type of seal component is to be manufactured. Ifit is determined that standard components are to manufactured,processing continues with step 651.

[0314] In step 651, manufacturing operations are retrieved from the sealstyles file and are set in a sequential order in which the manufacturingdepartment schedules the work. For example, to produce a gland type 1for a given seal model, there are four “CNC” operations (referred to asOP's).

[0315] 1st OP: First operation: Turning (on a CNC turning center/lathe)

[0316] 2nd OP: Second operation: Turning (on a CNC turning center/lathe)

[0317] 3rd OP: Third operation: Milling (on a CNC milling center)

[0318] 4th OP: Fourth operation: Milling (on a CNC milling center)

[0319] The sequence of the manufacturing steps is predetermined for eachmodel/component and is stored in the system.

[0320] In step 652, manufacturing prints are created with dimensionsretrieved from the design center. Each step is placed in sequentialorder on the manufacturing print to assist the machinist in producingthe piece.

[0321] The prints may be segments or duplicates of the prints producedin the design center. For example, a drawing for a standard gland in thedesign center displays the gland in two distinct views, whereas in themanufacturing center shows six views tied to the manufacturingoperations performed at each step. If a sleeve is being made the sameview from the design center is displayed in the manufacturing center.Because of the simplicity of the drawing used in manufacturing a sleeve,there are only two turning operations and no CNC milling operations.

[0322] After the manufacturing prints have been created, in step 653 themanufacturing program numbers stored in the seal styles file areselected and listed on the prints adjacent each manufacturing operation.

[0323] Standard template CNC programs are stored in the seal styles filefor each step of the manufacturing process. The standard componentdimensions either are generated from the design center or are retrievedfrom the seal styles file and are inserted into the template CNC programwith program number assigned at each step of the manufacturing process.After the manufacturing programs have been selected and listed, in step654 the materials to be used are selected. If standard components arebeing made either casting, “tubing” or “bar stock,” are used.

[0324] If a standard gland or sleeve is being made the casting partnumber is stored in the seal styles file and is listed on themanufacturing print. If a standard component is to be manufactured fromtubing, the ID, OD, and length of the tubing is listed in a file alongwith a part number guiding the machinist to the material to be cut andsawed from a standard length. This information is also listed on themanufacturing print.

[0325] Tool numbers, fixture numbers, setup information, and cycle timesfor each program also are listed on the manufacturing prints. Thisinformation is stored in the seal styles files along with the programs.Digital photos of the machine tool pockets and fixture setups for theCNC machinery also are stored in this file. The machinist may use thesephotos as a visual reference to confirm tools and fixtures have beensetup properly.

[0326] All standard components may be made from either castings, rawbar, tubing stock or other materials. Information about these materialsmay be stored in the seal styles database or in an inventory or otherdatabase. The system compares ID, OD and length of the part to bemanufactured to the castings first and to the then bar and tubingmaterials to determine if the material is in stock. If a match is notfound, a comparison between the part dimensions to be manufactured andinformation stored in a database about the various suppliers of standardraw materials tubing and bar stock dimensions may be performed to selectthe correct material and to generate a purchase order for the material,possibly without human intervention.

[0327] The manufacturing prints, complete with manufacturing programnumbers, scheduling information, set up information and cycle times, maynow exported to the main computer (step 681), for retrieval by anautomated scheduling department.

[0328] In step 682, depending on the scheduling department priorities,the computer decides manufacturing priorities based on shipment dates,and order dates, etc. Depending on the priority, the manufacturingprints are created and manufacturing programs are downloaded directlyand automatically to the CNC machinery for manufacturing (step 683).

[0329] If the result of step 650 was a modified standard gland,processing continues with step 655. In step 655, the information aboutthe modification is taken from the design center and the manufacturingsteps are sequenced. In step 656, the manufacturing print showing onlythe details of the modifications is created. The CNC programs for eachmodification are selected in step 657 and the program number are listedon the print. In step 658, the finished casting is selected out ofinventory to be modified, stock is checked and a purchase order iscreated if necessary. In step 681, the CNC programs are exported to themain computer to be used in production. In step 682, the production isscheduled and in step 683 the program is downloaded to the CNC machineryfor production.

[0330] If in step 650, it is determined that a special gland is to bemanufactured, processing continues with step 659. In step 659, theoperations are determined and production steps are sequenced. In step660, the manufacturing prints are created using the graphics anddimensions created by the design center. In step 661, the material formanufacturing the gland is determined. If it is determined that a rawcasting may be used, processing continues with step 662. In step 662,the special gland CNC template program is selected. Each seal model hasa different template program stored in the seal styles file. Thedimensions calculated by the design center are inserted into theprogram. In step 663, the raw casting is selected, or if the raw castingis not in stock, the purchase order is placed. In step 681, the CNCprogram is exported to the main computer. In step 682, the piece isscheduled into production schedule, and in step 683 the program isdownloaded to the CNC machine for production.

[0331] If in step 661, it is determined that a casted blank is to beused, processing continues with step 684. In step 684, the templateprograms for manufacturing process are selected and the dimensions fromthe design center are inserted into the templates. In step 685, thecasted blank number to be used is selected, stock level is checked, andthe purchase order is created if necessary. Steps 681, 682 and 683 occuras discussed in the earlier path.

[0332] If in step 661, it is determined that bar stock or tubing is tobe used, processing continues with step 664. In step 664, the templateprograms for manufacturing are selected and the dimensions from thedesign center are inserted into the templates.

[0333] In step 665, material to be used is selected, stock level ischecked, and a purchase order may be created. Steps 681, 682 and 683occur as discussed above.

[0334] If, in step 650, it is determined that a special sleeve is to bemanufactured, processing continues with step 666. In step 666, theoperations for manufacturing are determined and sequenced. In step 667,a manufacturing print is created using the graphics from the designcenter showing the steps of the manufacturing process. In step 668, itis determined if a casted sleeve may be used. If it is determined instep 668 that a casted sleeve may be used, processing continues withstep 669. In step 669, the template programs for manufacturing areselected and the dimensions from the design center are inserted into thetemplates. In step 670, the sleeve casting number is selected and apurchase order is created if stock levels are low. Processing continueswith steps 681, 682 and 683 in the same manner as discussed above forglands.

[0335] If, in step 668, it is determined that the sleeve is to bemanufactured from raw stock, processing continues with step 671. In step671, the template programs for manufacturing are selected and thedimensions from the design center are inserted into the templates. Instep 672, the stock size is determined, inventory is checked and thematerials may be purchased. Steps 681-638 are performed as discussedabove.

[0336] If, in step 650, it is determined that a special seal componentor component type seal part is to be manufactured, processing continueswith step 673. In step 673 the manufacturing operations are determinedand sequenced. In step 674, a manufacturing print is created using thegraphics created in the design center. In step 675, the templateprograms for manufacturing are selected and the dimensions calculated bythe design center are inserted into the templates. In step 676, thematerial is selected, stock is checked and purchase orders may becreated. Steps 681, 682, and 683 are performed as discussed above.

[0337] If, in step 649, it is determined that an auxiliary product is tobe manufactured, processing continues with step 677. In step 677, theoperations are determined and sequenced. In step 678, the manufacturingprints are created using the graphics from the design center. In step679, the template programs for each operation are selected and theseprogram numbers are inserted on the manufacturing prints. In step 680,the materials are selected, stock is checked and the purchase order iscreated if necessary. In steps 681-683 are performed in the same manneras in the other paths.

[0338] This system also may be provided with promotion/advertising andpost sales and service features. For example, the system user may bepresented with the features of cartridge design seals and componentseals and comparisons of the two types of seals. The system may presentfeatures of spring loaded stationary cartridge seals with comparativeinformation about rotary and stationary metal bellows designs.

[0339] The system may present graphic presentations of single and doublespring loaded stationary cartridge seals with features, benefits anddesign principles graphically explained. The system may present graphicsof single and double cartridge seals with visible leakage points,conditions, causes and corrective actions for trouble shooting sealswhile installed on the equipment. Also, graphics of seal parts may bedisplayed with part conditions identified and failure analysis providedwith causes of failure and corrective actions given for parts upondisassembly of the seal. The system may present policies and proceduresfor returning seals to a factory for exchange for other seals or repairat the factory. Forms include information about returning seals forrepair and failure analysis that complied with regulatory agencyrequirements. The system user may present installation instructions forany seal model complete with piping diagrams for the seal features. Thesystem may present application data forms to be sent to the factory whenthe process fluid is not found in the database. Such a form allows auser to collect data to select, quote and design a mechanical seal. Thesystem may present a glossary of terms used in the system for varioustechnical terms used in the sealing industry and by technicalassociations involved in the mechanical seal industry.

[0340] Such a system may be implemented as a computer apparatus, inhardware, software, or a combination thereof, to perform the functionsof any of the previous embodiments. For example, the computer system maycomprise a memory (such as a floppy disk, compact disk, or hard drive)which contains a computer program or data structure, for providing to ageneral purpose computer, instructions and data for carrying out thefunctions of the various aspects of the system.

[0341] An example, computer system with which the present invention canbe used, may include a pointing device, an alphanumeric entry device, adisplay, a processor, a memory, and a removable storage device, allcoupled together via a communications bus. It should be understood thatthis system is merely illustrative, and that the present invention isnot limited to use with a system having this specific configuration, asother configurations are possible.

[0342] The pointing device may, for example, be a joystick, trackball ormouse. The alphanumeric entry device may include a keyboard which allowsa user to provide textual numeric, or other keyed inputs into thesystem. The pointing device together with the alphanumeric entry devicemay be referred to as an input device, which may also include otherprovisions by which a user may enter data, such as a voice command inputdevice. The display may be a CRT screen or similar device which allowsthe user to visualize interactions with the computer system, andincludes a display controller to translate information from thecommunications bus into control information to control the display. Theprocessor may be a general purpose computer. The memory may consist ofmemory devices such as hard disk drives or optical disk drives, RAM,ROM, or other memory devices and combinations thereof. The removablestorage device may be a zip disk drive, a CD-ROM drive, a tape drive, ora diskette drive. The removable storage device is typically used toload, backup, or update the operating system of the computer system, andto load application software and data including the seal selectionsoftware and data.

[0343] This system may be developed using a number of computerprogramming tools, including general purpose programming languages anddatabase programs. In one embodiment, the system of FIG. 2 isimplemented using script files developed using a File Maker Pro softwareapplication running on a Windows95 operating system. The databases areimplemented using database script files and the operations of thevarious modules also are implemented as scripts for accessing those datafiles. It should be understood that the present invention is not limitedto a particular computer programming language or database programmingsystem, or operating system. It also should be understood that thedatabases may be defined as a single data file, as a spreadsheet file,as a database script, or may be generated by more than one computerfile.

[0344] Seal selection software, including computer programs whichimplement aspects of the system, may be stored on some type of removablecomputer-readable storage media such as a CD-ROM, tape, or diskette. Thesoftware may be copied to a permanent form of storage media on thecomputer system (e.g., a hard disk) to preserve the removable storagemedia for back-up purposes. When the seal selection software is in use,the software is generally at least in part stored in RAM within memory,and is executed on the processor. When running the modeling software onthe computer system, a user typically gives commands and enters data viathe input device.

[0345] Having now described an embodiment of the invention, it should beapparent to those skilled in the art that the foregoing is merelyillustrative and not limiting, having been presented by way of exampleonly. Numerous modifications and other embodiments are within the scopeof one of ordinary skill in the art. It should be understood that theforegoing is merely an example of a system for selecting mechanicalseals. The present invention also may be used to provide for a selectionof bearings, o-rings, couplings, pump parts, labyrinth seals and lipseals. It also should be understood that, although the invention hasbeen described in the context of a predetermined set of possible seals,that the system may be expanded to include seal designs, gland andsleeve designs, and designs for auxiliary products that may bedeveloped. Accordingly, the present invention is not limited to anyparticular set of seals, pumps, equipment, or other parts related tosuch systems. These and other modifications are contemplated as fallingwithin the scope of the invention as defined by the appended claims andequivalents thereto.

What is claimed is:
 1. An apparatus for generating a computernumerically controlled program, the apparatus comprising: a specifiermodule having a first input that receives data defining a characteristicof a piece of equipment, a second input that receives data defining adesired characteristic of a seal for use in the piece of equipment, andan output that provides a profile of a seal that is compatible with thepiece of equipment; and a computer numerically controlled programgenerator, having an input that receives the profile of the seal and anoutput that provides a computer numerically controlled program formachining an element of the seal based upon the profile of the seal, sothat the seal is compatible with the piece of equipment.
 2. Theapparatus of claim 1, further comprising a seal design module thatreceives the profile of the seal and an output that provides dimensionsbased upon the profile of the seal, the dimensions defining the sealsuch that the seal is compatible with the piece of equipment.
 3. Theapparatus of claim 2, wherein the seal design module further provides atleast one custom manufacturing print for the seal that is compatiblewith the piece of equipment.
 4. The apparatus of claim 1, furthercomprising a proposal generator that provides a proposal formanufacturing the seal so that the seal meets the desired characteristicand fits the piece of equipment.
 5. The apparatus of claim 4, whereinthe proposal includes at least one of price information, modificationnotes, warnings, a bill of materials, an order form, a dimensionverification form, and a plant standardization survey.
 6. The apparatusof claim 1, wherein the piece of equipment includes a pump.
 7. Theapparatus of claim 6, wherein the data defining the characteristic ofthe piece of equipment includes an identification of a process fluid forthe pump.
 8. The apparatus of claim 1, wherein the data defining thecharacteristic of the piece of equipment includes dimensions thatdescribe the piece of equipment.
 9. The apparatus of claim 1, whereinthe data defining the characteristic of the piece of equipment includesa description of an environmental operating condition of the piece ofequipment.
 10. A computer operated method for generating a computernumerically controlled program, the method comprising the steps of:receiving a first input defining a characteristic of a piece ofequipment; receiving a second input defining a desired characteristic ofa seal for use in the piece of equipment; and automatically generating acomputer numerically controlled program for machining an element of theseal based upon the first input and the second input, so that the sealis compatible with the piece of equipment.
 11. The method of claim 10,further comprising a step of generating dimensions based upon the firstinput and the second input, the dimensions defining a seal that iscompatible with the piece of equipment.
 12. The method of claim 11,further comprising a step of generating at least one custommanufacturing print for the seal that is compatible with the piece ofequipment.
 13. The method of claim 10, further comprising a step ofgenerating a proposal for manufacturing the seal that meets the desiredcharacteristic and fits the piece of equipment.
 14. The method of claim13, wherein the proposal includes at least one of price information,modification notes, warnings, a bill of materials, an order form, adimension verification form, and a plant standardization survey.
 15. Themethod of claim 10, wherein the piece of equipment includes a pump. 16.The method of claim 15, wherein the characteristic of the piece ofequipment includes an identification of a process fluid for the pump.17. The method of claim 10, wherein the characteristic of the piece ofequipment includes dimensions that describe the piece of equipment. 18.The method of claim 10, wherein the characteristic of the piece ofequipment includes a description of an environmental operating conditionof the piece of equipment.
 19. An apparatus for generating a computernumerically controlled program, the apparatus comprising: means forreceiving a first input defining a characteristic of a piece ofequipment; means for receiving a second input defining a desiredcharacteristic of a seal for use in the piece of equipment; and meansfor generating a computer numerically controlled program for machiningan element of the seal based upon the first input and the second input,so that the seal is compatible with the piece of equipment.
 20. Theapparatus of claim 19, further comprising means for generatingdimensions based upon the first input and the second input, thedimensions defining a seal that is compatible with the piece ofequipment.
 21. The apparatus of claim 20, further comprising means forgenerating at least one custom manufacturing print for the seal that iscompatible with the piece of equipment.
 22. The apparatus of claim 19,further comprising means for generating a proposal for manufacturing theseal that meets the desired characteristic and fits the piece ofequipment.
 23. The apparatus of claim 22, wherein the proposal includesat least one of price information, modification notes, warnings, a billof materials, an order form, a dimension verification form, and a plantstandardization survey.
 24. The apparatus of claim 19, wherein the pieceof equipment includes a pump.
 25. The apparatus of claim 24, wherein thecharacteristic of the piece of equipment includes an identification of aprocess fluid for the pump.
 26. The apparatus of claim 19, wherein thecharacteristic of the piece of equipment includes dimensions thatdescribe the piece of equipment.
 27. The apparatus of claim 19, whereinthe characteristic of the piece of equipment includes a description ofan environmental operating condition of the piece of equipment.
 28. Anapparatus for generating a computer numerically controlled program,comprising: a database of templates of computer numerically controlledprograms, specifying operations for a program for machining an element,without dimensional information; and a computer numerically controlledprogram generator, having an input that receives the profile of the sealand templates from the database of templates for the seal, and an outputthat provides a computer numerically controlled program for machining anelement of the seal based upon the profile of the seal, so that the sealis compatible with the piece of equipment.
 29. A method for making amechanical seal, comprising the steps of: preparing templates ofcomputer numerically controlled programs, specifying operations for aprogram for machining an element, without dimensional information; andreceiving a profile of a seal and the templates for the seal; andgenerating a computer numerically controlled program for machining anelement of the seal based upon the profile of the seal, so that the sealis compatible with the piece of equipment.
 30. A computer system forfacilitating identification of equipment for matching with a seal,comprising: a graphical user interface for displaying a template havingfields and for receiving inputs in the fields and defining dimensions ofthe equipment, wherein the graphical user interface associates graphicalinformation illustrating how to obtain the information with the fieldsin the templates, wherein the graphical user interface verifies thecompleteness and type of data in each field in the template; and meansfor providing dimensional verification information indicating expecteddimensions for each of the fields in the template.